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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BAHMANN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)8050 HOSBROOK ROAD SUITE 102
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45236
A Employer identification number

31-6369498
B Telephone number (see instructions)

(513) 891-3799
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$8,932,109
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 101,232 101,232  
4 Dividends and interest from securities... 157,747 157,747  
5a Gross rents............ 18,336 18,336  
b Net rental income or (loss) 18,336
6a Net gain or (loss) from sale of assets not on line 10 171,802
b Gross sales price for all assets on line 6a 2,179,293
7 Capital gain net income (from Part IV, line 2)... 171,802
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)....... 125 0 0
12 Total. Add lines 1 through 11........ 449,242 449,117 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,371 55,011 0 128,360
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 55,133 16,540 0 38,593
16a Legal fees (attach schedule)......... 4,513 1,805 0 2,708
b Accounting fees (attach schedule)....... 29,525 11,810 0 17,715
c Other professional fees (attach schedule).... 45,948 45,948 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 200 0 0 200
19 Depreciation (attach schedule) and depletion... 865 0 0
20 Occupancy.............. 33,661 6,732 0 26,929
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 83,836 9,887 0 73,949
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 437,052 147,733 0 288,454
25 Contributions, gifts, grants paid....... 117,359 117,359
26 Total expenses and disbursements. Add lines 24 and 25 554,411 147,733 0 405,813
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -105,169
b Net investment income (if negative, enter -0-) 301,384
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 16,775 9,539 9,539
2 Savings and temporary cash investments......... 39,950 128,432 128,432
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) 149 Click to see attachment
List of Attached Documents:
// Content
113
115
b Investments—corporate stock (attach schedule)....... 490,580 Click to see attachment
List of Attached Documents:
// Content
471,867
716,348
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).......... 7,014,897 Click to see attachment
List of Attached Documents:
// Content
6,848,107
8,069,873
14 Land, buildings, and equipment: basis right arrow47,951
Less: accumulated depreciation (attach schedule) right arrow44,468 4,348 Click to see attachment
List of Attached Documents:
// Content
3,483
3,483
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,318
Click to see attachment
List of Attached Documents:
// Content
4,319
Click to see attachment
List of Attached Documents:
// Content
4,319
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,571,017 7,465,860 8,932,109
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........... 7,571,017 7,465,860
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........    
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)..... 7,571,017 7,465,860
30 Total liabilities and net assets/fund balances (see instructions). 7,571,017 7,465,860
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
7,571,017
2
Enter amount from Part I, line 27a .....................
2
-105,169
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12
4
Add lines 1, 2, and 3 ..........................
4
7,465,860
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,465,860
Form 990-PF (2024)
Form 990-PF (2024)
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 AON P 2018-11-29 2024-03-06
b AON P 2018-11-29 2024-04-30
c AON P 2020-07-31 2024-05-31
d AON P 2020-07-31 2024-07-10
e AON P 2020-07-31 2024-07-23
AON P 2020-07-31 2024-10-04
AON P 2020-07-31 2024-12-03
ARCH CAPITAL GROUP P 2018-03-20 2024-03-06
ARCH CAPITAL GROUP P 2018-03-20 2024-04-30
ARCH CAPITAL GROUP P 2018-03-20 2024-04-30
ARCH CAPITAL GROUP P 2018-03-20 2024-06-12
ARCH CAPITAL GROUP P 2018-03-20 2024-07-26
ACCENTURE PLC P 2018-12-03 2024-03-06
ACCENTURE PLC P 2018-12-03 2024-04-05
ACCENTURE PLC P 2018-12-03 2024-04-30
ACCENTURE PLC P 2018-12-03 2024-05-30
FERGUSON P 2022-03-10 2024-03-06
FERGUSON P 2022-03-10 2024-04-30
ICON PLC P 2018-12-03 2024-03-06
ICON PLC P 2018-12-03 2024-04-30
NEW LINDE PLC P 2022-12-28 2024-04-30
NU HOLDINGS LTD P 2024-03-06 2024-04-30
NU HOLDINGS LTD P 2024-03-06 2024-10-08
STERIS P 2018-12-03 2024-12-06
UBS GROUP P 2023-12-29 2024-12-06
PERIMETER SOLUTIONS P 2021-12-03 2024-06-12
SPOTIFY TECHNOLOGY P 2024-04-19 2024-04-30
WIX.COM P 2018-12-20 2024-06-12
ASM INTERNATIONAL P 2022-04-19 2024-03-06
ASM INTERNATIONAL P 2022-04-19 2024-04-30
ASM INTERNATIONAL P 2022-04-19 2024-11-06
ASML HOLDING P 2018-12-04 2024-03-06
ASML HOLDING P 2018-12-04 2024-04-05
ASML HOLDING P 2018-12-04 2024-04-30
FERRARI NV P 2022-03-25 2024-04-30
FERRARI NV P 2022-03-25 2024-06-06
FERRARI NV P 2022-03-25 2024-10-10
ADVENTEST P 2023-09-28 2024-03-06
ADVENTEST P 2023-07-20 2024-04-22
ADYEN NV P 2020-10-08 2024-03-06
ADYEN NV P 2020-10-08 2024-03-25
ADYEN NV P 2021-08-24 2024-04-30
ADYEN NV P 2022-07-08 2024-10-11
AGILENT TECHNOLOGIES P 2022-04-19 2024-03-14
AGILENT TECHNOLOGIES P 2022-04-28 2024-04-30
AGILENT TECHNOLOGIES P 2022-04-28 2024-06-06
AGILENT TECHNOLOGIES P 2022-04-28 2024-06-12
AGILENT TECHNOLOGIES P 2020-11-30 2024-07-23
AGILENT TECHNOLOGIES P 2023-01-09 2024-08-23
AGILENT TECHNOLOGIES P 2023-10-20 2024-09-16
AMPHENOL P 2019-03-06 2024-09-10
ANSYS INC P 2018-11-29 2024-06-21
ARES MANAGEMENT P 2023-02-07 2024-06-12
ARISTA NETWORKS P 2020-09-15 2024-04-15
ARISTA NETWORKS P 2020-09-15 2024-09-10
ARMSTRONG WORLD P 2020-10-01 2024-09-10
ASTRAZENECA P 2022-07-11 2024-03-06
ASTRAZENECA P 2022-07-11 2024-04-30
ATLAS COPCO P 2006-05-11 2024-03-06
ATLAS COPCO P 2006-05-11 2024-04-12
ATLAS COPCO P 2006-05-11 2024-04-15
ATLASSIAN CORP P 2021-09-20 2024-03-06
ATLASSIAN CORP P 2021-09-20 2024-04-30
ATLASSIAN CORP P 2022-12-20 2024-08-14
AUTODESK P 2018-11-29 2024-02-13
AUTODESK P 2018-11-29 2024-03-22
AUTODESK P 2018-11-29 2024-06-03
AUTODESK P 2018-11-29 2024-11-20
AUTODESK P 2018-11-29 2024-12-23
BAE SYSTEMS P 2023-05-05 2024-03-06
BAE SYSTEMS P 2023-05-05 2024-04-30
BAE SYSTEMS P 2023-05-05 2024-07-30
WR BERKLEY CORP P 2022-03-24 2024-09-10
BROOKFIELD CORP P 2018-03-20 2024-01-10
BROOKFIELD CORP P 2018-03-20 2024-02-15
BROOKFIELD CORP P 2018-11-29 2024-04-30
BROOKFIELD CORP P 2018-11-29 2024-05-31
BROOKFIELD CORP P 2018-11-19 2024-06-12
BROOKFIELD CORP P 2018-11-19 2024-07-23
BROOKFIELD CORP P 2018-11-19 2024-08-12
BROOKFIELD CORP P 2018-11-19 2024-09-26
BROOKFIELD CORP P 2018-11-19 2024-11-01
BROOKFIELD CORP P 2018-11-19 2024-11-20
BROOKFIELD CORP P 2018-11-19 2024-12-23
BROOKFIELD INFRASTRUCTURE P 2020-04-09 2024-06-12
BROOKFIELD INFRASTRUCTURE P 2020-04-09 2024-07-23
BROOKFIELD INFRASTRUCTURE P 2020-04-30 2024-08-12
BROOKFIELD INFRASTRUCTURE P 2024-04-30 2024-09-26
BROOKFIELD RENEWABLE P 2020-09-08 2024-06-12
BROOKFIELD RENEWABLE P 2020-09-08 2024-11-01
BROOKFIELD ASSET MGMT P 2022-12-12 2024-04-30
BROOKFIELD ASSET MGMT P 2022-12-12 2024-06-12
BROOKFIELD ASSET MGMT P 2022-12-12 2024-08-23
BROOKFIELD ASSET MGMT P 2022-12-12 2024-09-10
BROWN & BROWN P 2018-03-20 2024-04-30
BROWN & BROWN P 2018-03-20 2024-06-12
BROWN & BROWN P 2018-03-20 2024-09-10
BROWN & BROWN P 2018-03-20 2024-10-11
BROWN & BROWN P 2018-03-20 2024-11-01
BROWN FORMAN CORP P 2018-06-25 2024-05-31
BROWN FORMAN CORP P 2018-06-25 2024-06-12
BROWN FORMAN CORP P 2019-05-01 2024-06-21
BROWN FORMAN CORP P 2019-05-01 2024-07-10
BROWN FORMAN CORP P 2019-05-01 2024-07-23
BROWN FORMAN CORP P 2019-05-01 2024-09-10
CBRE GROUP P 2018-11-29 2024-04-30
CBRE GROUP P 2018-11-29 2024-06-12
CCC INTELLIGENT SOLUTIONS P 2024-02-28 2024-06-12
CDW CORP P 2020-11-02 2024-09-10
CANNADIAN PACIFIC P 2018-12-03 2024-03-06
CANNADIAN PACIFIC P 2018-12-03 2024-04-30
CANNADIAN PACIFIC P 2018-12-03 2024-05-29
CANNADIAN PACIFIC P 2018-12-03 2024-10-09
CARLISLE COMPANIES P 2020-06-26 2024-06-04
CAR MAX P 2018-03-20 2024-04-30
CAR MAX P 2018-03-20 2024-06-12
CAR MAX P 2018-03-20 2024-09-01
CAR MAX P 2018-03-20 2024-09-16
CAR MAX P 2018-03-20 2024-09-24
CAR MAX P 2018-11-29 2024-12-18
COGNEX P 2019-07-29 2024-06-12
COGNEX P 2019-07-29 2024-08-23
ENOVIS CORP P 2018-11-29 2024-06-12
ENOVIS CORP P 2018-11-29 2024-07-23
COMPASS GROUP P 2023-07-05 2024-12-06
COPART INC P 2018-03-20 2024-04-30
COPART INC P 2018-11-29 2024-05-06
COPART INC P 2018-11-29 2024-06-03
COPART INC P 2018-11-29 2024-06-12
COPART INC P 2018-11-29 2024-07-10
COPART INC P 2018-11-29 2024-09-10
COPART INC P 2018-11-29 2024-12-23
COSTAR GROUP P 2020-03-04 2024-02-13
COSTAR GROUP P 2020-03-04 2024-04-30
COSTAR GROUP P 2020-03-04 2024-05-06
COSTAR GROUP P 2020-03-04 2024-06-12
COSTAR GROUP P 2020-03-04 2024-09-16
COUPANG P 2024-04-12 2024-04-30
DOMINO'S PIZZA P 2022-10-26 2024-04-30
DOMINO'S PIZZA P 2019-09-19 2024-05-06
DOMINO'S PIZZA P 2019-09-19 2024-06-12
EPAM SYSTEMS P 2021-06-01 2024-12-10
EVOLUTION AB P 2021-05-07 2024-03-06
EVOLUTION AB P 2021-05-07 2024-06-28
EXPEDITERS INTL P 2018-03-20 2024-09-10
EXPERIAN P 2018-12-03 2024-03-06
EXPERIAN P 2018-12-03 2024-04-30
EXPERIAN P 2018-12-03 1984-12-23
FAIR ISAAC CORP P 2024-02-13 2024-06-12
FASTENAL P 2018-11-29 2024-04-30
FASTENAL P 2018-11-29 2024-08-31
FASTENAL P 2018-11-29 2024-06-12
FASTENAL P 2018-11-29 2024-08-12
FASTENAL P 2018-11-29 2024-08-23
FASTENAL P 2018-11-29 2024-12-04
FERGUSON ENTERPRISES P 2022-03-10 2024-09-26
FLOOR & DCOR P 2022-04-20 2024-09-10
GARTNER INC P 2020-03-27 2024-04-30
GARTNER INC P 2020-03-27 2024-06-12
GARTNER INC P 2020-03-27 2024-09-10
GLACIER BANCORP P 2018-03-21 2024-02-12
HEICO CORP P 2018-11-29 2024-03-14
HEICO CORP P 2018-11-29 2024-04-01
HEICO CORP P 2020-01-13 2024-06-12
HEICO CORP P 2020-05-13 2024-06-21
HEICO CORP P 2020-05-13 2024-09-16
HEICO CORP P 2020-05-13 2024-11-01
HILTON WORLDWIDE P 2018-11-29 2024-02-13
HILTON WORLDWIDE P 2018-11-29 2024-04-30
HILTON WORLDWIDE P 2018-11-29 2024-06-12
HOWARD HUGHES HOLDINGS P 2018-11-29 2024-06-12
HOWARD HUGHES HOLDINGS P 2018-11-29 2024-06-21
HOWARD HUGHES HOLDINGS P 2018-11-29 2024-07-23
HOWARD HUGHES HOLDINGS P 2018-11-29 2024-08-12
HYATT HOTELS P 2018-11-29 2024-04-30
HYATT HOTELS P 2018-11-29 2024-06-12
HYATT HOTELS P 2018-11-29 2024-11-01
ICICI BANK P 2022-12-07 2024-04-30
ICICI BANK P 2022-12-07 2024-10-09
INDEXX LABS INC P 2018-12-20 2024-04-30
KKR & CO P 2018-11-29 2024-02-13
KKR & CO P 2018-11-29 2024-04-30
KKR & CO P 2018-11-29 2024-05-06
KKR & CO P 2018-11-29 2024-06-12
KKR & CO P 2018-11-29 2024-07-10
KKR & CO P 2018-11-29 2024-08-12
KKR & CO P 2018-11-29 2024-11-01
KKR & CO P 2018-11-29 2024-12-04
L OREAL CO P 2023-11-24 2024-04-30
L OREAL CO P 2023-11-24 2024-12-10
LVMH MOET HENNESSY LOUIS P 2009-03-18 2024-04-30
LVMH MOET HENNESSY LOUIS P 2009-03-18 2024-08-05
LABCORP P 2018-03-20 2024-09-10
LENNAR P 2018-11-29 2024-04-30
LENNAR P 2018-11-29 2024-06-12
LIBERTY BROADBAND P 2018-11-29 2024-09-10
LIBERTY MEDIA CORP P 2023-08-03 2024-04-30
LIBERTY MEDIA CORP P 2023-08-03 2024-06-12
LIBERTY MEDIA CORP P 2023-08-03 2024-09-10
LIVE NATION ENTERTAINMENT P 2020-06-02 2024-04-30
LIVE NATION ENTERTAINMENT P 2020-06-02 2024-06-12
LIVE NATION ENTERTAINMENT P 2020-06-02 2024-09-16
MKS INSTRS INC P 2022-01-28 2024-09-10
MSCI INC P 2022-09-29 2024-04-30
MARKEL GROUP P 2018-06-25 2024-04-30
MARTIN MARIETTA MATLS P 2018-11-29 2024-04-30
MERCADOLIBRE P 2023-09-19 2024-02-12
MERCADOLIBRE P 2023-09-19 2024-04-30
MERCADOLIBRE P 2023-09-19 2024-09-30
MICROCHIP TECHNOLOGY P 2018-11-29 2024-04-30
MICROCHIP TECHNOLOGY P 2018-11-29 2024-06-12
MOELIS & CO P 2020-05-29 2024-09-10
MOELIS & CO P 2020-05-29 2024-10-04
MOODY'S CORP P 2018-11-29 2024-03-11
MOODY'S CORP P 2018-11-29 2024-06-03
NESTLE SA P 2006-05-11 2024-02-16
NOVO NORDISK P 2022-04-12 2024-03-06
NOVO NORDISK P 2022-04-12 2024-04-30
OREILLY AUTOMOTIVE P 2023-11-01 2024-04-30
OREILLY AUTOMOTIVE P 2023-11-01 2024-06-12
PACCAR INC P 2021-10-07 2024-09-10
PROGRESSIVE CORP OHIO P 2018-11-29 2024-03-22
PROGRESSIVE CORP OHIO P 2018-11-29 2024-04-30
PROGRESSIVE CORP OHIO P 2018-11-29 2024-05-31
PROGRESSIVE CORP OHIO P 2018-11-29 2024-06-12
PROGRESSIVE CORP OHIO P 2018-11-29 2024-07-10
PROGRESSIVE CORP OHIO P 2018-11-29 2024-08-12
PROGRESSIVE CORP OHIO P 2018-11-29 2024-09-16
PROGRESSIVE CORP OHIO P 2018-11-29 2024-11-01
ROPER TECHNOLOGIES P 2018-11-29 2024-03-14
ROPER TECHNOLOGIES P 2018-11-29 2024-04-30
ROPER TECHNOLOGIES P 2018-11-29 2024-06-12
ROPER TECHNOLOGIES P 2018-11-29 2024-07-10
ROPER TECHNOLOGIES P 2018-11-29 2024-10-11
ROSS STORES P 2018-03-21 2024-09-10
SBA COMMUNICATIONS CORP P 2018-11-29 2024-06-03
SBA COMMUNICATIONS CORP P 2018-11-29 2024-09-26
SBA COMMUNICATIONS CORP P 2018-11-29 2024-11-01
SBA COMMUNICATIONS CORP P 2018-11-29 2024-11-20
SBA COMMUNICATIONS CORP P 2018-11-29 2024-12-23
SAFRAN SA P 2023-12-01 2024-04-30
SCHNEIDER ELECTRIC P 2022-04-06 2024-04-30
SEAPORT ENTERTAINMENT P   2024-08-07
SHERWIN WILLIAMS P 2023-10-02 2024-02-13
SHERWIN WILLIAMS P 2023-10-02 2024-06-12
SHERWIN WILLIAMS P 2023-10-02 2024-11-20
SUMMIT MATERIALS P 2018-11-29 2024-06-12
SUMMIT MATERIALS P 2018-11-29 2024-07-23
SUMMIT MATERIALS P 2018-11-29 2024-12-04
SUMMIT MATERIALS P 2018-11-29 2024-12-23
TAIWAN SEMICONDUCTOR P 2024-04-19 2024-04-30
TAKE TWO INTERACTIVE P 2022-04-02 2024-02-09
THOMSON REUTERS P 2023-01-03 2024-03-06
THOMSON REUTERS P 2023-01-03 2024-07-22
TRANSDIGM GROUP P 2018-11-29 2024-02-13
TRANSDIGM GROUP P 2018-11-29 2024-04-30
TRANSDIGM GROUP P 2018-11-29 2024-05-31
TRANSDIGM GROUP P 2018-11-29 2024-06-12
TRANSDIGM GROUP P 2018-11-29 2024-07-23
TYLER TECHNOLOGIES P 2020-06-25 2024-04-08
TYLER TECHNOLOGIES P 2020-06-25 2024-04-30
TYLER TECHNOLOGIES P 2020-06-25 2024-06-12
TYLER TECHNOLOGIES P 2020-06-25 2024-09-16
TYLER TECHNOLOGIES P 2020-06-25 2024-12-04
VAIL RESORTS P 2018-11-29 2024-06-12
VAIL RESORTS P 2019-02-01 2024-09-26
VERSIGN P 2018-11-29 2024-04-30
VERSIGN P 2018-11-29 2024-05-31
VERSIGN P 2018-11-29 2024-06-12
VERSIGN P 2018-11-29 2024-07-10
VERSIGN P 2018-11-29 2024-07-23
VERSIGN P 2018-11-29 2024-08-12
VERSIGN P 2018-11-29 2024-08-23
VERSIGN P 2018-11-29 2024-09-16
VERSIGN P 2018-11-29 2024-09-26
VERSIGN P 2018-11-29 2024-11-01
VERSIGN P 2018-11-29 2024-12-04
VERSIK ANALYTICS P 2018-11-29 2024-03-14
VERSIK ANALYTICS P 2018-11-29 2024-06-06
VERSIK ANALYTICS P 2018-11-29 2024-06-21
VULCAN P 2018-12-20 2024-04-30
VULCAN P 2018-12-20 2024-06-12
WASTE CONNECTIONS P 2022-10-07 2024-03-06
WASTE CONNECTIONS P 2022-10-07 2024-04-30
WASTE CONNECTIONS P 2022-10-07 2024-09-10
WASTE CONNECTIONS P 2022-10-07 2024-12-13
\WATERS CORP P 2023-05-15 2024-09-10
ISHARES S&P 500 INDEX P 2017-09-26 2024-01-23
ISHARES S&P 500 INDEX P 2018-04-25 2024-08-23
ISHARES S&P 500 INDEX P 2018-06-22 2024-12-18
ISHARES S&P 500 INDEX P 2021-06-08 2024-12-18
DOUBLELINE TOTAL RETURN FUND P 2023-09-25 2024-10-09
ISHARES CORE S&P 500 P 2023-03-08 2024-03-12
ISHARES CORE S&P 500 P 2023-03-08 2024-04-30
ISHARES CORE S&P 500 P 2023-03-08 2024-10-09
ISHARES MSCI USA MIN VOL P 2023-11-01 2004-08-23
ISHARES MSCI USA MIN VOL P 2023-11-01 2024-11-19
TRANSAMERICA SM CAP GROW P 2022-07-15 2024-06-12
TRIBUTARY SMALL CO FD P 2023-12-19 2024-06-12
TRIBUTARY SMALL CO FD P 2023-04-28 2024-06-12
VANGUARD INTERNATIONAL VALUE P 2022-07-15 2024-05-01
WASATCH INTL OPPORTUNITY P 2020-06-03 2024-08-23
ALLSPRING SPECIAL P 2022-12-12 2024-04-30
ALLSPRING SPECIAL P 2022-12-12 2024-06-12
ALLSPRING SPECIAL P 2022-03-21 2024-06-12
ALLSPRING CORE BOND FUND P 2023-06-13 2024-10-09
WESTERN ASSET P 2019-09-17 2024-08-27
WISDOMTREE P 2020-06-04 2024-04-30
WISDOMTREE P 2020-06-04 2024-08-23
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2023-12-31
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-01-31
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-02-29
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-03-31
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-04-30
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-05-31
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-06-30
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-07-31
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-08-31
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-09-30
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-10-31
GNMA POOL491195 DUE 2/15/29 P 2022-01-01 2024-11-30
(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 318   321 -3
b 1,425   1,447 -23
c 1,659   1,578 80
d 294   164 130
e 898   492 405
2,432   1,437 995
1,542   821 721
176   163 14
369   301 67
1,107   975 131
398   188 210
1,064   307 757
382   312 70
2,323   2,186 136
906   644 262
7,004   3,805 3,200
403   287 116
1,286   861 425
339   259 80
1,826   1,556 271
882   743 139
904   924 -20
1,903   1,623 280
1,079   596 483
1,082   1,031 51
107   160 -53
863   826 37
338   171 166
633   318 316
1,285   635 650
3,877   2,223 1,654
1,005   176 829
4,875   879 3,996
1,807   352 1,455
2,513   898 1,615
1,690   599 1,092
3,184   1,048 2,137
248   198 50
7,439   8,655 -1,216
64   78 -15
4,130   4,987 -857
944   1,525 -582
1,676   1,913 -237
580   549 31
278   252 26
266   247 19
265   242 23
1,317   1,175 142
141   115 26
552   451 101
547   177 370
326   160 165
278   106 172
4,221   827 3,394
325   52 274
242   142 100
196   202 -6
1,134   1,011 124
52   12 41
2,541   597 1,944
5,220   1,186 4,035
592   1,190 -598
1,215   2,777 -1,562
3,296   7,944 -4,649
256   144 112
266   144 121
653   432 221
306   246 60
295   144 151
132   109 22
1,356   1,090 266
2,629   2,080 549
351   128 222
277   232 44
3,400   1,797 1,603
1,141   888 253
387   270 117
888   528 360
189   96 93
134   72 62
427   192 235
375   168 207
113   48 65
448   192 256
895   1,024 -129
156   125 30
74   63 11
217   153 64
345   511 -166
92   139 -48
393   257 137
155   88 67
124   66 58
213   196 18
734   527 207
632   202 429
825   212 613
208   58 150
210   58 152
134   181 -48
86   118 -32
87   113 -26
170   222 -52
175   201 -26
319   413 -94
440   368 72
360   216 143
383   413 -30
431   150 281
881   823 59
1,836   1,892 -56
2,236   1,441 795
3,711   1,973 1,738
4,429   1,324 3,105
547   531 16
436   398 38
466   372 94
157   133 24
2,974   2,417 557
3,195   2,188 1,007
137   126 10
197   210 -13
46   42 3
137   127 11
1,306   1,050 257
1,219   283 935
55   13 42
159   39 120
1,032   245 788
108   26 82
643   166 477
173   39 135
403   413 -10
1,016   820 196
91   72 19
790   723 67
157   145 13
988   917 71
541   324 217
521   248 274
537   248 289
4,953   9,263 -4,310
386   580 -193
9,055   15,021 -5,966
244   129 116
521   299 222
940   573 367
3,730   2,142 1,588
1,387   1,280 107
479   208 271
323   149 175
258   119 139
66   30 36
68   30 38
164   59 105
3,236   2,295 941
319   263 57
837   802 35
437   346 91
998   211 787
1,348   1,441 -93
1,351   1,200 152
832   614 217
1,065   707 358
179   117 61
203   117 86
385   232 153
376   153 223
1,209   458 751
838   305 533
206   325 -119
129   211 -82
141   211 -70
283   401 -118
302   145 157
149   72 77
145   72 73
993   820 173
2,320   1,800 520
506   187 319
384   92 292
1,329   321 1,008
195   46 149
899   184 716
867   184 683
113   23 90
417   69 348
470   69 401
850   838 12
6,456   8,284 -1,827
1,000   77 923
7,595   719 6,875
442   448 -6
615   175 440
319   87 232
299   437 -138
281   117 163
214   133 81
378   329 50
540   309 231
361   206 155
101   52 49
318   362 -45
478   534 -56
1,456   1,122 334
603   197 406
3,495   3,225 270
2,950   3,005 -55
4,086   2,786 1,300
374   151 223
382   151 232
315   206 110
3,259   1,928 1,331
384   157 227
397   157 240
9,049   2,541 6,508
373   176 198
2,606   1,172 1,434
1,023   357 666
1,003   357 646
661   390 271
412   130 282
625   194 431
208   65 144
413   130 283
629   194 435
224   65 159
259   65 195
243   65 179
546   431 115
511   294 217
554   294 260
551   294 257
548   294 254
905   464 442
394   335 59
472   335 137
230   167 63
1,316   1,005 312
604   502 102
1,263   1,017 246
882   615 267
12   21 -9
306   256 50
305   256 49
1,114   855 259
153   59 95
118   44 73
507   147 360
304   88 216
836   767 69
2,496   2,225 270
315   228 87
9,040   6,281 2,759
1,115   364 751
1,263   364 899
1,320   364 956
1,313   364 950
1,294   364 930
416   402 13
464   387 77
483   358 125
586   358 228
632   338 293
361   555 -193
187   194 -7
520   470 51
171   157 14
180   157 23
174   157 17
176   157 20
174   157 18
358   313 45
185   157 28
185   157 29
176   157 20
186   157 29
466   248 218
260   124 136
268   124 144
789   322 467
754   322 433
841   704 136
820   704 116
889   670 219
1,633   1,205 427
328   327 1
70,000   61,528 8,472
110,000   84,235 25,765
2,112   2,099 13
100,000   75,295 24,705
50,000   48,953 1,047
39,931   31,473 8,458
63,952   51,502 12,450
60,244   42,509 17,735
9,993   7,883 2,110
183,893   143,034 40,859
120,572   110,003 10,569
365   351 14
123,503   107,276 16,228
21,000   17,982 3,018
126,408   141,111 -14,704
9,000   9,273 -273
595   541 54
171,307   165,978 5,329
145,000   144,683 317
451,373   529,447 -78,074
19,788   16,689 3,099
9,993   7,603 2,391
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
3   3 0
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       -3
b       -23
c       80
d       130
e       405
      995
      721
      14
      67
      131
      210
      757
      70
      136
      262
      3,200
      116
      425
      80
      271
      139
      -20
      280
      483
      51
      -53
      37
      166
      316
      650
      1,654
      829
      3,996
      1,455
      1,615
      1,092
      2,137
      50
      -1,216
      -15
      -857
      -582
      -237
      31
      26
      19
      23
      142
      26
      101
      370
      165
      172
      3,394
      274
      100
      -6
      124
      41
      1,944
      4,035
      -598
      -1,562
      -4,649
      112
      121
      221
      60
      151
      22
      266
      549
      222
      44
      1,603
      253
      117
      360
      93
      62
      235
      207
      65
      256
      -129
      30
      11
      64
      -166
      -48
      137
      67
      58
      18
      207
      429
      613
      150
      152
      -48
      -32
      -26
      -52
      -26
      -94
      72
      143
      -30
      281
      59
      -56
      795
      1,738
      3,105
      16
      38
      94
      24
      557
      1,007
      10
      -13
      3
      11
      257
      935
      42
      120
      788
      82
      477
      135
      -10
      196
      19
      67
      13
      71
      217
      274
      289
      -4,310
      -193
      -5,966
      116
      222
      367
      1,588
      107
      271
      175
      139
      36
      38
      105
      941
      57
      35
      91
      787
      -93
      152
      217
      358
      61
      86
      153
      223
      751
      533
      -119
      -82
      -70
      -118
      157
      77
      73
      173
      520
      319
      292
      1,008
      149
      716
      683
      90
      348
      401
      12
      -1,827
      923
      6,875
      -6
      440
      232
      -138
      163
      81
      50
      231
      155
      49
      -45
      -56
      334
      406
      270
      -55
      1,300
      223
      232
      110
      1,331
      227
      240
      6,508
      198
      1,434
      666
      646
      271
      282
      431
      144
      283
      435
      159
      195
      179
      115
      217
      260
      257
      254
      442
      59
      137
      63
      312
      102
      246
      267
      -9
      50
      49
      259
      95
      73
      360
      216
      69
      270
      87
      2,759
      751
      899
      956
      950
      930
      13
      77
      125
      228
      293
      -193
      -7
      51
      14
      23
      17
      20
      18
      45
      28
      29
      20
      29
      218
      136
      144
      467
      433
      136
      116
      219
      427
      1
      8,472
      25,765
      13
      24,705
      1,047
      8,458
      12,450
      17,735
      2,110
      40,859
      10,569
      14
      16,228
      3,018
      -14,704
      -273
      54
      5,329
      317
      -78,074
      3,099
      2,391
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
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 2 171,802
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 5,683
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 4,189
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 0
3 Add lines 1 and 2........................... 3 4,189
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 4,189
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,105
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,105
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 3,916
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,916 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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? ....................
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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
 
No
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 arrowOH
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 2024 or the taxable year beginning in 2024? 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 arrowBAHMANN.ORG
14
The books are in care ofright arrowJOHN T GATCH Telephone no.right arrow (513) 891-3799

Located atright arrow8050 HOSBROOK ROAD SUITE 102CINCINNATIOH ZIP+4right arrow45236
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
 
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JOHN T GATCH EXECUTIVE DIRECTOR
40.00
159,687 0 0
8050 HOSBROOK ROAD SUITE 102
CINCINNATI,OH45236
LEWIS G GATCH TRUSTEE
2.00
23,684 0 0
8050 HOSBROOK ROAD SUITE 102
CINCINNATI,OH45236
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
3  
4  
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
8,764,041
b
Average of monthly cash balances.......................
1b
89,648
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,853,689
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
8,853,689
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
132,805
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,720,884
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
436,044
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
436,044
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,189
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,189
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
431,855
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
431,855
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 XII, line 1 ...
7
431,855
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
405,813
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
 
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 XII, line 4. .......
4
405,813
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 431,855
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 95,585
b From 2020......  
c From 2021......  
d From 2022...... 18,819
e From 2023...... 62,366
f Total of lines 3a through e ........ 176,770
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 405,813
a Applied to 2023, but not more than line 2a 0
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 2024 distributable amount..... 405,813
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 26,042 26,042
(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 5 150,728
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
69,543
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
81,185
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 18,819
d Excess from 2023.... 62,366
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE BAHMANN FOUNDATION-CO J GATCH
8050 HOSBROOK ROAD SUITE 102
CINCINNATI,OH45236
(513) 891-3799
bThe form in which applications should be submitted and information and materials they should include:
INFORMATION AVAILABLE UPON REQUEST
cAny submission deadlines:
INFORMATION AVAILABLE UPON REQUEST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
INFORMATION AVAILABLE UPON REQUEST
Form 990-PF (2024)
Form 990-PF (2024)
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

CARMEL MANOR

100 CARMEL MANOR RD
FT THOMAS,KY41075
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 3,793

CHI OMEGA FOUNDATION

3395 PLAYERS CLUB PKWY
MEMPHIS,TN38125
  501(C)(3) SCHOLARSHIP FUND 4,000

CHILDREN'S HOME OF NKY

200 HOME ROAD
COVINGTON,KY41011
  501 (C) (3) AUDIOLOGY FEES, HEARING AIDS/EQUIPMENT 1,080

CINCI AREA SR SERVBOOTH

2368 VICTORIA PARKWAY
CINCINNATI,OH45203
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 8,373

CINCI AREA SR SERVCAMBRIDGE ARMS

2368 VICTORIA PARKWAY
CINCINNATI,OH45203
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 6,490

CINCI AREA SR SERVHILLCREST

2368 VICTORIA PARKWAY
CINCINNATI,OH45203
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 1,897

CINCI AREA SR SERVOVER THE RHINE

2368 VICTORIA PARKWAY
CINCINNATI,OH45203
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 4,298

CINCINNATI AREA SENIOR SERVICES

2368 VICTORIA PARKWAY
CINCINNATI,OH45203
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 2,925

COVINGTON LADIES HOME

702 GARRARD ST
COVINGTON,KY41011
  501 (C) (3) AUDIOLOGY FEES, HEARING AIDS, AND EQUIPMENT 50

HEARING SPEECH & DEAF CENTER

2825 BURNET AVENUE
CINCINNATI,OH45219
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 2,500

HOLY FAMILY HOME-ST MARGARET

5300 ST ANNE DRIVE
CINCINNATI,OH45236
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 6,651

LITTLE SISTERS OF THE POOR

476 RIDDLE ROAD
CINCINNATI,OH45205
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 1,000

LORD'S GYM MINISTRIES

PO BOX 5099
CINCINNATI,OH45205
  501 (C) (3) GRANT HEARING RELATED 1,453

MAPLE KNOLL

11100 SPRINGFIELD PIKE
CINCINNATI,OH45246
  501 (C) (3) AUDIOLOGY FEES, HEARING AIDS/EQUIPMENT 27,649

SANTA MARIA JORDAN CENTER

3301 WARSAW AVENUE
CINCINNATI,OH45205
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 5,434

SISTERS OF NOTRE DAME

701 E COLUMBIA AVENUE
CINCINNATI,OH45215
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 14,565

ST MARGARET HALL

1960 MADISON ROAD
CINCINNATI,OH45206
  501(C)(3) AUDIOLOGY FEES, HEARING AIDS/EQUIP 1,201

UC FOUNDATION

P O BOX 19970
CINCINNATI,OH45219
  501 (C) (3) SCHOLARSHIP FUND 20,000

WCET

1223 CENTRAL PARKWAY
CINCINNATI,OH45214
  501(C)(3) MATCHING GRANT 4,000
Total .................................right arrow 3a 117,359
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 101,232  
4 Dividends and interest from securities ....     14 157,747  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 18,336  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 171,802  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER MISCELLANEOUS INCOME
    01 125 0
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 449,242 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
449,242
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & AUDIT FEES 29,525 11,810 0 17,715

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

TY 2024 DepreciationSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
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
EQUIPMENT 1997-10-09 338 338 SL 5.000000000000 0 0 0  
EQUIPMENT 1998-04-18 1,225 1,225 SL 5.000000000000 0 0 0  
EQUIPMENT 1999-04-22 1,896 1,896 SL 7.000000000000 0 0 0  
EQUIPMENT 1999-02-09 3,041 3,041 SL 5.000000000000 0 0 0  
EQUIPMENT 1999-05-13 400 400 SL 5.000000000000 0 0 0  
EQUIPMENT 2000-09-15 1,191 1,191 SL 5.000000000000 0 0 0  
EQUIPMENT 2000-05-05 3,159 3,159 SL 10.000000000000 0 0 0  
EQUIPMENT 2001-01-08 600 600 SL 10.000000000000 0 0 0  
EQUIPMENT 2001-05-17 2,942 2,942 SL 5.000000000000 0 0 0  
LAPTOP 2009-10-12 1,000 1,000 SL 10.000000000000 0 0 0  
OFFICE FURNITURE 2003-05-19 605 605 SL 10.000000000000 0 0 0  
3 LATERAL FILES 2005-07-11 1,357 1,357 SL 10.000000000000 0 0 0  
AMISCO JANE CHAIR 2005-10-05 129 129 SL 10.000000000000 0 0 0  
3 BOOKCASES 2005-02-13 657 657 SL 10.000000000000 0 0 0  
FULL LENGTH DOOR 2005-07-11 119 119 SL 10.000000000000 0 0 0  
WIDEX NOAH LINK DEVICE 2009-10-12 906 906 SL 10.000000000000 0 0 0  
JESPER 3000 DESK 2005-07-11 339 339 SL 10.000000000000 0 0 0  
LAPTOP FOR OFFICE 2011-08-18 2,331 2,331 SL 10.000000000000 0 0 0  
MONITOR FOR COMPUTER IN OFFICE 2011-09-28 999 999 SL 10.000000000000 0 0 0  
LAPTOP COMPUTER 2017-02-13 2,443 1,690 SL 10.000000000000 244 0 244  
STARKEY DIAGNOSTIC EQUIPMENT 2017-06-09 3,649 2,403 SL 10.000000000000 365 0 365  
COMPUTER 2023-03-02 2,562 214 SL 10.000000000000 256 0 256  
OFFICE FURNITURE 2010-12-10 636 636 SL 10.000000000000 0 0 0  
COMPUTER MONITOR 2003-05-19 535 535 SL 10.000000000000 0 0 0  
APPLE COMPUTER 2003-05-19 2,547 2,547 SL 10.000000000000 0 0 0  
EQUIPMENT 1997-02-21 769 769 SL 5.000000000000 0 0 0  
EQUIPMENT 1998-12-01 485 485 SL 7.000000000000 0 0 0  
EQUIPMENT 1999-03-01 330 330 SL 7.000000000000 0 0 0  
EQUIPMENT 1999-04-12 667 667 SL 7.000000000000 0 0 0  
APPLE LC LAPTOP 2007-06-15 1,597 1,597 SL 10.000000000000 0 0 0  
LAPTOP, AUDIOMETER, IPAD 2011-04-11 7,027 7,026 SL 10.000000000000 0 0 0  
EQUIPMENT 1997-05-27 1,470 1,470 SL 5.000000000000 0 0 0  

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Name of Stock End of Year Book Value End of Year Fair Market Value
PNC INVESTMENTS - CORPORATE STOCK 471,867 716,348

TY 2024 InvestmentsGovtObligationsSch
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
US Government Securities - End of Year Book Value:

113
US Government Securities - End of Year Fair Market Value:

115
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PNC INVESTMENTS - MUTUAL FUNDS AT COST 6,848,107 8,069,873

TY 2024 LandEtcSchedule2
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
EQUIPMENT 338 338 0 0
EQUIPMENT 1,225 1,225 0 0
EQUIPMENT 1,896 1,896 0 0
EQUIPMENT 3,041 3,041 0 0
EQUIPMENT 400 400 0 0
EQUIPMENT 1,191 1,191 0 0
EQUIPMENT 3,159 3,159 0 0
EQUIPMENT 600 600 0 0
EQUIPMENT 2,942 2,942 0 0
LAPTOP 1,000 1,000 0 0
OFFICE FURNITURE 605 605 0 0
3 LATERAL FILES 1,357 1,357 0 0
AMISCO JANE CHAIR 129 129 0 0
3 BOOKCASES 657 657 0 0
FULL LENGTH DOOR 119 119 0 0
WIDEX NOAH LINK DEVICE 906 906 0 0
JESPER 3000 DESK 339 339 0 0
LAPTOP FOR OFFICE 2,331 2,331 0 0
MONITOR FOR COMPUTER IN OFFICE 999 999 0 0
LAPTOP COMPUTER 2,443 1,934 509 509
STARKEY DIAGNOSTIC EQUIPMENT 3,649 2,768 881 881
COMPUTER 2,562 470 2,092 2,092
OFFICE FURNITURE 636 636 0 0
COMPUTER MONITOR 535 535 0 0
APPLE COMPUTER 2,547 2,547 0 0
EQUIPMENT 769 769 0 0
EQUIPMENT 485 485 0 0
EQUIPMENT 330 330 0 0
EQUIPMENT 667 667 0 0
APPLE LC LAPTOP 1,597 1,597 0 0
LAPTOP, AUDIOMETER, IPAD 7,027 7,026 1 1
EQUIPMENT 1,470 1,470 0 0


TY 2024 LegalFeesSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,513 1,805 0 2,708


TY 2024 OtherAssetsSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM RELATED PARTY 2,140 2,141 2,141
SECURITY DEPOSIT 2,178 2,178 2,178


TY 2024 OtherExpensesSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUTO 22,274 4,455 0 17,819
BANK CHARGES 290 290 0 0
DUES & SUBSCRIPTIONS 1,073 0 0 1,073
ENTERTAINMENT 390 0 0 390
INSURANCE 3,794 759 0 3,035
PAYROLL SERVICE FEES 2,247 450 0 1,797
OFFICE SUPPLIES 114 23 0 91
MISCELLANEOUS - HEARING AIDS 1,427 0 0 1,427
TELEPHONE 5,258 1,052 0 4,206
CONSULTANT FEES 32,037 0 0 32,037
WORKERS COMPENSATION 141 28 0 113
WEBSITE 644 0 0 644
COMPUTER EXPENSE 832 166 0 666
OTHER EXPENSE 1,098 220 0 878
FICA & MEDICARE 12,216 2,443 0 9,773
ROUNDING 1 1 0 0


TY 2024 OtherIncomeSchedule2
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER MISCELLANEOUS INCOME 125   125


TY 2024 OtherIncreasesSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Description Amount
PY COST BASIS ADJ TO INVESTMENT 12


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 45,948 45,948 0 0


TY 2024 TaxesSchedule
Name:
THE BAHMANN FOUNDATION
EIN:
31-6369498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OHIO FILING TAX 200 0 0 200