Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BAUMAN FAMILY FOUNDATION INC
C/O ROBERT P BAUMAN
% ROBERT P BAUMAN
Number and street (or P.O. box number if mail is not delivered to street address)6720 SE HARBOR CIRCLE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STUART, FL34996
A Employer identification number

31-1535223
B Telephone number (see instructions)

(772) 225-0403
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$26,470,299J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,499 18,499  
4 Dividends and interest from securities... 499,223 499,223  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 424,926
b Gross sales price for all assets on line 6a 2,426,289
7 Capital gain net income (from Part IV, line 2)... 424,926
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
List of Attached Documents:
// Content
2 2  
12 Total. Add lines 1 through 11........ 942,650 942,650  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 260,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
500 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,550 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
98,078 98,078    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,204 6,204    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 372,332 104,282 0 0
25 Contributions, gifts, grants paid....... 1,373,500 1,373,500
26 Total expenses and disbursements. Add lines 24 and 25 1,745,832 104,282 0 1,373,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -803,182
b Net investment income (if negative, enter -0-) 838,368
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 862,436 458,155 458,155
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 7,902,394 7,503,034 26,012,144
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,764,830 7,961,189 26,470,299
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........   7,961,189
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,764,830 7,961,189
30 Total liabilities and net assets/fund balances (see instructions). 8,764,830 7,961,189
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
8,764,830
2
Enter amount from Part I, line 27a .....................
2
-803,182
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,961,648
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
459
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,961,189
Form 990-PF (2023)
Form 990-PF (2023)
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 WELLS FARGO #7500 SHORT TERM SALES - SEE ATTACHED P 2023-05-31 2023-12-06
b WELLS FARGO #7500 LONG TERM SALES - SEE ATTACHED P 1950-01-01 2023-12-06
c
d
e
(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 698,328   692,680 -55
b 1,727,961   1,302,980 424,981
c
d
e
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       5,648
b       424,981
c
d
e
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 2 424,926
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
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 right arrow 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) 1 11,653
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 11,653
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,653
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 41,643
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,643
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 29,990
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow29,990 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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? Click to see attachment
List of Attached Documents:
// Content
....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see attachment
List of Attached Documents:
// Content
....
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.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowROBERT P BAUMAN Telephone no.right arrow (772) 225-0403

Located atright arrow6720 SE HARBOR CIRCLESTUARTFL ZIP+4right arrow34996
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ROBERT BAUMAN DIRECTOR
4.0 		0 0 0
6720 SE HARBOR CIRCLE
STUART,FL34996
JOHN BAUMAN DIRECTOR
8.0 		130,000 0 0
6720 SE HARBOR CIRCLE
STUART,FL34996
ELIZABETH H BAUMAN DIRECTOR
8.0 		130,000 0 0
6 DOLLOFF FARM ROAD
EXETER,NH03833
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 AUBURN UNIVERSITY 317 S COLLEGE STREET AUBURN, AL 36849 0
2 COASTAL MAINE BOTANICAL GARDENS INC P.O. BOX 234 BOOTHBAY, ME 04537 0
3 FRIENDS OF MOUNTS BOTANICAL GARDENS 559 N MILITARY TRAIL WEST PALM, BEACH, FL 33415 0
4 MAYO CLINIC 200 1ST ST SW ROCHESTER, MN 55905 0
Part VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
24,387,094
b
Average of monthly cash balances.......................
1b
1,334,987
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,722,081
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,722,081
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
385,831
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,336,250
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,266,813
Part X
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 IX, line 6..................
1
1,266,813
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,653
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,653
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,255,160
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,255,160
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,255,160
Part XI
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
1,373,500
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,373,500
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,255,160
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 111,879
b From 2019...... 0
c From 2020...... 21,197
d From 2021...... 16,009
e From 2022...... 0
f Total of lines 3a through e ........ 149,085
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,373,500
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 1,255,160
e Remaining amount distributed out of corpus 118,340
5 Excess distributions carryover applied to 2023.    
(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 5 267,425
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		111,879
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		155,546
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 21,197
c Excess from 2021.... 16,009
d Excess from 2022.... 0
e Excess from 2023.... 118,340
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
ROBERT BAUMAN
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

A PLACE TO START FOR DEMENTIA

41 MAIN STREET UNIT 2
KENNEBUNK,ME04043 		NONE PC CHARITABLE - HEALTH SERVICES 5,000

AMERICAN NATIONAL RED CROSS

158 BROOKLAWN AVE
BRIDGEPORT,CT06604 		NONE PC CHARITABLE - HEALTH SERVICES 5,000

AUBURN UNIVERSITY

317 S COLLEGE STREET
AUBURN,AL36849 		NONE PC CHARITABLE - EDUCATION SERVICES 100,000

BOYS AND GIRLS CLUB OF MARTIN COUNTY

PO BOX 910
HOBE SOUND,FL33475 		NONE PC CHARITABLE - COMMUNITY SERVICES 30,000

BRICK STORE MUESUM

117 MAIN ST
KENNEBUNK,ME04043 		NONE PC CHARITABLE - CULTURAL SERVICES 20,000

CAMP KITA

PO BOX 238
NORTH BERWICK,ME03906 		NONE PC CHARITABLE - COMMUNITY SERVICES 5,000

CANCER RESEARCH INSTITUTE

29 BROADWAY
NEW YORK,NY10006 		NONE PC CHARITABLE - HEALTH SERVICES 1,000

CHARCOT-MARIE-TOOTH ASSOCIATION

2700 CHESTNUT STREET
CHESTER,PA19013 		NONE PC CHARITABLE - HEALTH SERVICES 10,000

CHILDRENS MUSEUM OF THE TREASURE COAST

PO BOX 2147
STUART,FL34995 		NONE PC CHARITABLE - CULTURAL SERVICES 15,000

COASTAL MAINE BOTANICAL GARDENS INC

PO BOX 234
BOOTHBAY,ME04537 		NONE PC CHARITABLE - CULTURAL SERVICES 100,000

COMMUNITY MUSIC SCHOOL INC

PO BOX 387
CENTERBROOK,CT06409 		NONE PC CHARITABLE - CULTURAL SERVICES 40,000

CONNECTICUT RIVER FOUNDATION AT STEAMBOAT DOCK

67 MAIN ST
ESSEX,CT06426 		NONE PC CHARITABLE - CULTURAL SERVICES 10,000

CONNECTICUT STATE GOLF ASSNFIRST TEE OF CT

35 COLD SPRING RD 212
ROCKY HIL,CT06067 		NONE PC CHARITABLE - COMMUNITY SERVICES 4,000

CONNORS CLIMB FOUNDATION

PO BOX 283
EXETER,NH03833 		NONE PC CHARITABLE - COMMUNITY SERVICES 5,000

DANA-FARBER CANCER INSTITUTE INC

450 BROOKLINE AVE
BOSTON,MA02115 		NONE PC CHARITABLE - HEALTH SERVICES 5,000

EARICLES

1505 MANZANITA LN
MANHATTAN BEACH,CA90266 		NONE PC CHARITABLE - COMMUNITY SERVICES 10,000

EASTER SEALS NEW HAMPSHIRE INC

555 AUBURN ST
MANCHESTER,NH03103 		NONE PC CHARITABLE - COMMUNITY SERVICES 5,000

ENVIRONMENTAL STUDIOS COUNCIL INC

2900 NE INDIAN RIVER DR
JENSEN BEACH,FL34957 		NONE PC CHARITABLE - ENVIRONMENTAL SERVICES 5,000

ESSEX LIBRARY

33 WEST AVE
FAIRFIELD,CT06824 		NONE PC CHARITABLE - COMMUNITY SERVICES 2,000

EXETER HOSPITAL INC

5 ALUMNI DR
EXETER,NH03883 		NONE PC CHARITABLE - HEALTH SERVICES 25,000

FAIRFIELD UNIVERSITY

NORTH BENSON RD
FAIRFIELD,CT06824 		NONE PC CHARITABLE - EDUCATIONAL SERVICES 10,000

FARMSTEADS OF NEW ENGLAND INC

213 CENTER RD
HILLSBOROUGH,NH03244 		NONE PC CHARITABLE - CULTURAL SERVICES 20,000

FLAMINGO GARDENS INC

3750 S FLAMINGO DR
DAVIE,FL33330 		NONE PC CHARITABLE - CULTURAL SERVICES 25,000

FRIENDS OF KAREN INC

PO BOX 190
PURDYS,NY10578 		NONE PC CHARITABLE - HEALTH SERVICES 10,000

FRIENDS OF MOUNTS BOTANICAL GARDENS

559 N MILITARY TRAIL
WEST PALM BEACH,FL33415 		NONE PC CHARITABLE - CULTURAL SERVICES 150,000

FRIENDS OF THE MARTIN COUNTY

2351 SE MONTEREY ROAD
STUART,FL34996 		NONE PC CHARITABLE - COMMUNITY SERVICES 10,000

GLOBAL LYME ALLIANCE INC

222 RAILROAD AVENUE SUITE 2B
GREENWICH,CT06830 		NONE PC CHARITABLE - COMMUNITY SERVICE 10,000

GRACE PRESBYTERIAN CHURCH

187 NW BRITT RD
STUART,FL34994 		NONE PC CHARITABLE - RELIGIOUS 10,000

GRANITE UNITED WAY

22 CONCORD ST FLOOR 2
MANCHESTER,NH03101 		NONE PC CHARITABLE - COMMUNITY SERVICES 15,000

GREATER SEACOAST COMMUNITY HEALTH

333 BORTHWICK AVE
PORTSMOUTH,NH03801 		NONE PC CHARITABLE - HEALTH SERVICES 15,000

HERO PUPS

20 PORTSMOUTH AVE 127
STRATHAM,NH03801 		NONE PC CHARITABLE - COMMUNITY SERVICES 5,000

HIGH HOPES THERAPEUTIC RIDING INC

36 TOWN WOODS RD
OLD LYME,CT06371 		NONE PC CHARITABLE - COMMUNITY SERVICES 45,000

HOSPICE OF SOUTHERN MAINE

180 US ROUTHE 1
SCARBOROUGH,ME04074 		NONE PC CHARITABLE - HEALTH SERVICES (4TH OF 4 YEAR) 5,000

HOSPICE OF THE TREASURE COAST INC

1201 SE INDIAN ST
STUART,FL34997 		NONE PC CHARITABLE - HEALTH SERVICES 8,000

IVORYTON PLAYHOUSE FOUNDATION INC

PO BOX 149
EXETER,NH06442 		NONE PC CHARITABLE - CULTURAL SERVICES (4TH OF 5 YEAR) 20,000

KBIA

262 BEACH AVE
KENNEBUNK,ME04043 		NONE PC CHARITABLE - ENVIRONMENTAL SERVICES 10,000

KEY COLLECTIVE

PO BOX 149
EXETER,NH03833 		NONE PC CHARITABLE - CULTURAL SERVICES 20,000

LIGHTHOUSE CHARITABLE FOUNDATION INC - REVERSAL

28 SWARTHMORE RD
WELLESLEY,MA02482 		NONE PC CHARITABLE - COMMUNITY SERVICE REVERSAL FOR 2022 GRANT PAID -2,500

MAINE MEDICAL CENTER

22 BRAMHALL ST
PORTLAND,ME04102 		NONE PC CHARITABLE - HEALTH SERVICES 55,000

MAINE RIVERS

PO BOX 782
YARMOUTH,ME04096 		NONE PC CHARITABLE - ENVIRONMENTAL SERVICES 5,500

MARTIN MEMORIAL FOUNDATION INC

PO BOX 235
STUART,FL34495 		NONE PC CHARITABLE - COMMUNITY SERVICES 25,000

MASSACHUSETTS EYE AND EAR INFIRMARY - REZA

243 CHARLES ST
BOSTON,MA02114 		NONE PC CHARITABLE - HEALTH SERVICES 25,000

MASSACHUSETTS EYE AND EAR INFIRMARY

243 CHARLES ST
BOSTON,MA02114 		NONE PC CHARITABLE - HEALTH SERVICES 5,000

MAYO CLINIC

200 1ST ST SW
ROCHESTER,MN55905 		NONE PC CHARITABLE - HEALTH SERVICES 100,000

METROPOLITAN GOLF ASSOCIATION FOUNDATION

49 KNOLLWOOD RD
ELMSFORD,NY10523 		NONE PC CHARITABLE - COMMUNITY SERVICES 2,000

MIDDLESEX HOSPITAL

28 CRESCENT ST
MIDDLETOWN,CT06457 		NONE PC CHARITABLE - HEALTH SERVICES (2ND OF 5 YEAR) 20,000

MOLLY'S HOUSE

430 SE OSCELOA ST
STUART,FL34994 		NONE PC CHARITABLE - COMMUNITY SERVICES 15,000

MY BREAST CANCER SUPPORT

1 NEW HAMSHIRE AVE
PORTSMOUTH,NH03801 		NONE GOV CHARITABLE - HEALTH SERVICES 15,000

PALLIATIVE CARE FOR UGANDA

128 EAST AVE
NORWALK,CT06851 		NONE PC CHARITABLE - COMMUNITY SERVICES 20,000

PANDEMONIUM RAINFOREST PROJECT

112 W ELM ST
DEEP RIVER,CT06417 		NONE PC CHARITABLE - ENVIRONMENTAL SERVICES 5,000

PLACE OF HOPE

9078 ISAIAH LN
PALM BEACH GARDENS,FL33418 		NONE PC CHARITABLE - COMMUNITY SERVICES 20,000

PROCTOR ACADEMY

PO BOX 500
ANDOVER,NH03216 		NONE PC CHARITABLE - EDUCATION SERVICES 5,000

REALNESS PROJECT

1750 30TH ST PMB 204
BOULDER,CO80301 		NONE PC CHARITABLE - CULTURAL SERVICES 20,000

RICHIE MCFARLAND CHILDRENS CENTER

11 SANDY POINT RD
STRATHAM,NH03885 		NONE PC CHARITABLE - COMMUNTY SERVICES 1,000

ROCKINGHAM NUTRITION & MEALS ON WHEELS PROGRAM

106 NORTH RD
KNNEBUNK,ME04043 		NONE PC CHARITABLE - COMMUNITY SERVICES 3,000

ROCKINGHAM VNA & HOSPICE

137 EPPING RD
EXETER,NH03833 		NONE PC CHARITABLE - COMMUNITY SERVICE 20,000

SAFESPACE INC

632 SE MONTEREY RD
STUART,FL34994 		NONE PC CHARITABLE - COMMUNITY SERVICE 1,000

SAILFISH POINT FOUNDATIONI INC

2201 SE SAILFISH POINT BLVD
STUART,FL34996 		NONE PC CHARITABLE - COMMUNITY SERVICES 7,000

SEACOAST CLASSICAL ACADEMY

PO BOX 41
EXETER,NH03833 		NONE PC CHARITABLE - EDUCATION SERVICES 25,000

SEACOAST MENTAL HEALTH CENTER INC

1145 SAGAMORE AVE
PORTSMOUTH,NJ03801 		NONE PC CHARITABLE - HEALTH SERVICES 20,000

SEACOAST SOUL MODELS

PO BOX 631
KITTERY,ME03904 		NONE PC CHARITABLE - HEALTH SERVICES 20,000

SENIOR CENTER AT LOWER VILLAGE

175 PORT RD
KENNEBUNK,ME04043 		NONE PC CHARITABLE - COMMUNITY SERVICE 50,000

ST ANN EPISCOPAL CHURCH

PO BOX 44
KENNEBUNKPORT,ME04046 		NONE PC CHARITABLE - RELIGIOUS 2,000

THE KATE

300 MAIN ST
OLD SAYBROOK,CT06475 		NONE PC CHARITABLE - CULTURAL SERVICES 10,000

THE LYRIC THEATRE INC

59 SW FLAGLER AVE
STUART,FL02115 		NONE PC CHARITABLE - COMMUNITY SERVICES 10,000

TOMMY MCNAMARA CHARITABLE FOUNDATION INC

234 CAUSEWAY ST 1107
BOSTON,MA02114 		NONE PC CHARITABLE - COMMUNITY SERVICES 15,000

TRINITY CHAPEL

C/O HARTWELL BLANCHARD PO BOX 272
BIDDEFORD,ME02114 		NONE PC CHARITABLE - RELIGIOUS 1,000

TUESDAY'S CHILDREN

390 PLANEDOME RD
MANHASSETT,NY10030 		NONE PC CHARITABLE - COMMUNITY SERVICES 10,000

UNIVERSITY OF CONNECTICUT FOUNDATION INC

2390 ALUMNI DR U3206
STORRS MANSFIELD,CT06269 		NONE PC CHARITABLE - EDUCATION SERVICES 12,500

VICTORIAS VICTORY FOUNDATION

20 PORTSMOUTH AVEN
STRATHAM,NH03885 		NONE PC CHARITABLE - HEALTH SERVICES 10,000

WEBHANNET CHARITABLE FOUNDATION

PO BOX 362
KENNEBUNK,ME04043 		NONE PC CHARITABLE - COMMUNITY SERVICES 1,000

WOMEN AND FAMILY LIFE CENTER OF GUILFORD

96 FAIR ST
GUILFORD,CT06437 		NONE PC CHARITABLE - COMMUNITY SERVICES 5,000

WOODY FOUNDATION INC

12500 VIRTUDES ST
CORAL GABLES,FL33156 		NONE PC CHARITABLE - HEALTH SERVICES 20,000

ZEBRA CORSSINGS

PO BOX 411
DOVER,NH03821 		NONE PC CHARITABLE - COMMUNITY SERVICES 5,000
Total .................................right arrow 3a 1,373,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		523000 18,499      
4 Dividends and interest from securities .... 523000 499,223      
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 424,926      
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECURITY LITIGATION 		523000 2      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 942,650    
13Total. Add line 12, columns (b), (d), and (e)..................
13
942,650
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BAUMAN FAMILY FOUNDATION INC
 
C/O ROBERT P BAUMAN
EIN:
31-1535223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 7,550      

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE BAUMAN FAMILY FOUNDATION INC
 
C/O ROBERT P BAUMAN
EIN:
31-1535223
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 LegalFeesSchedule
Name:
THE BAUMAN FAMILY FOUNDATION INC
 
C/O ROBERT P BAUMAN
EIN:
31-1535223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 500      


TY 2023 OtherDecreasesSchedule
Name:
THE BAUMAN FAMILY FOUNDATION INC
 
C/O ROBERT P BAUMAN
EIN:
31-1535223
Description Amount
UNREALIZED LOSSES ON SECURITIES IN 2023 459


TY 2023 OtherIncomeSchedule2
Name:
THE BAUMAN FAMILY FOUNDATION INC
 
C/O ROBERT P BAUMAN
EIN:
31-1535223
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITY LITIGATION 2 2  


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BAUMAN FAMILY FOUNDATION INC
 
C/O ROBERT P BAUMAN
EIN:
31-1535223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WF #7500 - INV MGMT FEES PAID 97,838 97,838    
WF #7500 - ADVISORY FEES PAID 240 240    


TY 2023 TaxesSchedule
Name:
THE BAUMAN FAMILY FOUNDATION INC
 
C/O ROBERT P BAUMAN
EIN:
31-1535223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 6,204 6,204