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
BACHMANN STRAUSS FAMILY FUND
c/o Joe Vet
% JOE VET
Number and street (or P.O. box number if mail is not delivered to street address)Cerity Partners PO Box 38016
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Albany, NY12203
A Employer identification number

13-6043497
B Telephone number (see instructions)

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$15,149,011J 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) 940,118
2 Check right arrow.............
3 Interest on savings and temporary cash investments 82,560 82,560  
4 Dividends and interest from securities... 156,765 156,765  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 775,876
b Gross sales price for all assets on line 6a 3,362,140
7 Capital gain net income (from Part IV, line 2)... 1,412,809
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
105,853 105,853  
12 Total. Add lines 1 through 11........ 2,061,172 1,757,987  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,925 0 0 34,925
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,668 37,668    
17 Interest............... 496 496    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,660 17,660    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,576 27,576    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,325 83,400 0 34,925
25 Contributions, gifts, grants paid....... 827,225 827,225
26 Total expenses and disbursements. Add lines 24 and 25 945,550 83,400 0 862,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,115,622
b Net investment income (if negative, enter -0-) 1,674,587
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.............      
2 Savings and temporary cash investments......... 603,891 2,439,532 2,439,532
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)....... 6,201,338 Click to see attachment
List of Attached Documents:
// Content
5,333,686 		7,629,401
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).......... 3,799,864 Click to see attachment
List of Attached Documents:
// Content
3,947,497 		5,080,078
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) 10,605,093 11,720,715 15,149,011
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........ 10,605,093 11,720,715
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)..... 10,605,093 11,720,715
30 Total liabilities and net assets/fund balances (see instructions). 10,605,093 11,720,715
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
10,605,093
2
Enter amount from Part I, line 27a .....................
2
1,115,622
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,720,715
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,720,715
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 CS #8420 LT-F      
b JPM #7007 LT-D      
c JPM #9004 ST-A      
d JPM #9004 LT-D      
e CS #5121 LT-F      
CS #5121 ST-C      
CS #1280 ST-C      
CS #1280 LT-F      
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 167,247   302,452 -135,205
b 2,161,778   1,051,126 1,110,652
c 5,126   3,000 2,126
d 304,134   180,237 123,897
e 176,720   175,374 1,346
210,081   206,630 3,451
1,762   2,184 -422
33,261   28,328 4,933
      103,393
      103,393
      103,393
      103,393
      103,393
      103,393
      103,393
      103,393
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       -135,205
b       1,110,652
c       2,126
d       123,897
e       1,346
      3,451
      -422
      4,933
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,412,809
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 23,277
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 23,277
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 23,277
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,781
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,781
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 78
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 26,426
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,426 Refundedright arrow 11  
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$   (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 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
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 arrowNY
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
Yes
 
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 arrowN/A
14
The books are in care ofright arrowJOE VET Telephone no.right arrow (518) 218-1221

Located atright arrowCERITY PARTNERS PO BOX 38016ALBANYNY ZIP+4right arrow12203
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
THOMAS W STRAUSS VP & TREAS-AS NEEDED
0 		0 0 0
Cerity Partners PO Box 38016
Albany,NY12203
BARBARA B STRAUSS PRESIDENT-AS NEEDED
0 		0 0 0
Cerity Partners PO Box 38016
Albany,NY12203
TRACEY STRAUSS BOARD MEMBER
0 		0 0 0
Cerity Partners PO Box 38016
Albany,NY12203
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 (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
 
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  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
7,010,192
b
Average of monthly cash balances.......................
1b
1,359,561
c
Fair market value of all other assets (see instructions)................
1c
4,865,375
d
Total (add lines 1a, b, and c).........................
1d
13,235,128
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
13,235,128
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
198,527
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,036,601
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
651,830
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
651,830
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
23,277
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,277
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
628,553
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
628,553
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
628,553
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
862,150
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
862,150
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 7 628,553
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 11,710
b From 2020...... 7,632
c From 2021...... 71,325
d From 2022...... 58,765
e From 2023...... 116,722
f Total of lines 3a through e ........ 266,154
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 862,150
a Applied to 2023, 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 2024 distributable amount..... 628,553
e Remaining amount distributed out of corpus 233,597
5 Excess distributions carryover applied to 2024.    
(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 5 499,751
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 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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		11,710
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		488,041
10 Analysis of line 9:
a Excess from 2020.... 7,632
b Excess from 2021.... 71,325
c Excess from 2022.... 58,765
d Excess from 2023.... 116,722
e Excess from 2024.... 233,597
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).)
NA
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.
NONE
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 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 (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

Atlantic Salmon Federation

377 Fifth St
Brooklyn,NY11215 		None PC General Charitable 1,000

Barrow Neurological Foundation

2910 N 3rd Avenue Suite 450
Phoenix,AZ85013 		None PC General Charitable 1,000

Border Kindness

PO Box 2454
El Centro,CA92244 		None PC General Charitable 500

Boston Workers Circle

6 Webster St
Brookline,MA02446 		None PC General Charitable 6,000

Boys & Girls Clubs of Metro Denver

2017 W 9th Avenue
Denver,CO80204 		None PC General Charitable 500

Breast Cancer Research Foundation

25 West 43rd St Suite 609
New York,NY10036 		None PC General Charitable 550

Casita Maria

928 Simpson Street
Bronx,NY10459 		None PC General Charitable 1,000

Children's Hospital of Philadelphia Fdn

PO Box 781352
Philadelphia,PA19178 		None General Charitable General Charitable 3,000

Citizens' Committee for Children of NY

14 Wall Street Suite 4E
New York,NY10005 		None PC General Charitable 2,500

Cloyd Nelson Long Jr Cust for Soren Lang

750 Washington Blvd 11th Floor
Stamford,CT06901 		None PC General Charitable 1,000

Collegiate School

301 Freedom Place South
New York,NY10069 		None PC General Charitable 11,000

Colorado Coalition for the Homeless

PO Box 1560
Denver,CO80201 		None PC General Charitable 500

Community Roots Charter School

51 St Edwards Street 3rd Floor
Brooklyn,NY11205 		None PC General Charitable 32,500

Congregation Emanu-el of the City of NY

1 E 65th Street
New York,NY10065 		None PC General Charitable 5,000

Doctors Without Borders USA

PO Box 5030
Hagerstown,MD21741 		None PC General Charitable 500

Emory University

1762 Clifton Road Suite 1400
Atlanta,GA30322 		None PC General Charitable 7,000

Experience Camps

PO Box 5121
Westport,CT06881 		None PC General Charitable 500

FFWD

1004a OReilly Avenue
San Francisco,CA94129 		None PC General Charitable 2,000

George Washington University Law School

2000 H Street NW
Washington,DC20052 		None PC General Charitable 2,250

Happy Tails Animal Rescue

PO Box 143
Paramus,NJ07653 		None PC General Charitable 100

Harm Reduction Action Center

112 E 8th Ave
Denver,CO80203 		None PC General Charitable 500

Hope for Depression Research Foundation

40 West 57th Street Suite 1440
New York,NY10019 		None PC General Charitable 500

Hospital for Special Surgery

535 East 70th Street
New York,NY10021 		None PC General Charitable 500

Inner-City Scholarship Fund

1011 1st Ave Suite 1800
New York,NY10022 		None PC General Charitable 2,000

JCCA

520 8th Avenue
New York,NY10018 		None PC General Charitable 1,000

Judaism Your Way

950 South Cherry St Suite 310
Denver,CO80246 		None PC General Charitable 1,000

Lung Cancer Research Foundation

155 East 55th Street 6H
New York,NY10022 		None PC General Charitable 5,000

Lupus Research Alliance

275 Madison Ave 10th Floor
New York,NY10016 		None PC General Charitable 500

Madison House - UVA Fund

170 Rugby Road
Charlottesville,VA22903 		None PC General Charitable 500

Memorial Sloan Kettering Cancer Center

PO Box 27106
New York,NY10087 		None PC General Charitable 1,750

Miami City Ballet

2200 Liberty Avenue
Miami,FL33139 		None PC General Charitable 10,000

Morse Life Foundation

4920 Loring Drive
West Palm Beach,FL33417 		None PC General Charitable 10,000

Mount Sinai Crystal Party

One Gustave L Levy Place Box 1223
New York,NY10029 		None PC General Charitable 15,000

Mount Sinai Hospital

One Gustave L Levy Place Box 1049
New York,NY10029 		None PC General Charitable 25,000

National September 11 Memorial & Museum

200 Liberty Street 16th Floor
New York,NY10281 		None PC General Charitable 2,500

New York City Ballet

20 Lincoln Center Plaza
New York,NY10023 		None PC General Charitable 57,800

Norton Museum of Art

1450 S Dixie Highway
West Palm Beach,FL33401 		None PC General Charitable 85,000

NYJTL

36-36 33rd Street Suite 504
Long Island City,NY11106 		None PC General Charitable 1,000

Palm Beach Symphony

700 S Dixie Highway Suite 100
West Palm Beach,FL33401 		None PC General Charitable 2,000

Pitzer College

1050 N Mills Ave
Claremont,CA91711 		None PC General Charitable 1,000

Planned Parenthood of the Rocky Mountains

921 E 14th Avenue
Denver,CO80218 		None PC General Charitable 500

Riverdale Country School

5250 Fieldston Road
Bronx,NY10471 		None PC General Charitable 7,000

Roots ConnectED

PO Box 25946
Brooklyn,NY11202 		None PC General Charitable 10,000

Solomon Leadership Program

120 N County Rd
Palm Beach,FL33480 		None PC General Charitable 2,500

Solomon R Guggenheim Museum & Foundation

1071 Fifth Ave
New York,NY10128 		None PC General Charitable 15,000

Stanford University

PO Box 20466
Stanford,CA94309 		None PC General Charitable 11,000

TDS Underwriting Hope

125 Park Avenue 20th Floor
New York,NY10017 		None PC General Charitable 5,000

The 1898 Foundation

PO Box 248
Purchase,NY10577 		None PC General Charitable 5,000

The Michael J Fox Foundation

111 West 33rd Street 10th Floor
New York,NY10001 		None PC General Charitable 135,500

The Rockefeller University

1230 York Ave Box 164
New York,NY10065 		None PC General Charitable 21,000

The Society of the Four Arts

100 Four Arts Plaza
Palm Beach,FL33480 		None PC General Charitable 25,000

The Spence School

22 East 91st Street
New York,NY10128 		None PC General Charitable 22,000

The Windward School

212 E 93rd Street
New York,NY10128 		None PC General Charitable 6,000

Therapeutic Adventures Inc

PO Box 4668
Charlottesville,VA22905 		None PC General Charitable 25,000

Town of North Castle PBA

PO Box 659
Armonk,NY10504 		None PC General Charitable 2,000

Tree of Life Inc

271 76th Avenue
New Hyde Park,NY11040 		None PC General Charitable 60,000

Trickle Up

104 W 27th Street 12th Floor
New York,NY10001 		None PC General Charitable 1,000

UJA-Federation of New York

130 East 59th Street
New York,NY10022 		None PC General Charitable 5,000

United States Holocaust Memorial Museum

100 Raoul Wallenberg Place SW
Washington,DC20024 		None PC General Charitable 2,500

University of Vermont Foundation

411 Main Street
Burlington,VT05401 		None PC General Charitable 750

Untermyer Gardens Conservancy

945 North Broadway
Yonkers,NY10701 		None PC General Charitable 1,000

West Side Montessori School

309 W 92nd Street
New York,NY10025 		None PC General Charitable 3,000

WFUV - Fordham University

441 E Fordham Road
Bronx,NY10458 		None PC General Charitable 500

The Fund for Park Avenue

445 Park Ave 9th Floor
New York,NY10022 		None PC General Charitable 500

The Jewish Museum

757 Third Ave 20th Floor
New York,NY10017 		None PC General Charitable 500

Alzheimer's Drug Discovery Foundation

57 West 57th St Suite 904
New York,NY10019 		None PC General Charitable 500

American Folk Art Museum

47-29 32nd Place
Long Island City,NY11101 		None PC General Charitable 1,000

American Friends of Chicken Shed

1441 Broadway Suite 5037
New York,NY10018 		None PC General Charitable 24,525

Alzheimer's Association

1003 New Loudon Road Suite 210
Cohoes,NY12047 		None PC General Charitable 1,000

American Heart Association

10E 40th Street 11th Floor
New York,NY10016 		None PC General Charitable 500

Arbor Acres United Methodist Retirement Community

1240 Arbor Road
WinstonSalem,NC27104 		None PC General Charitable 5,000

Birthright Israel Foundation

PO Box 201615
New York,NY10087 		None PC General Charitable 1,000

Central Park Conservancy

717 Fifth Avenue
New York,NY10022 		None PC General Charitable 1,000

Clyburn Arboretum Friends

4915 Greenspring Avenue
Baltimore,MD21209 		None PC General Charitable 500

Center for Hope

1900 Raritan Road
Scotch Plains,NJ07076 		None PC General Charitable 500

Congregation Emanu-el of Westchester

2125 Westchester Avenue
Rye,NY10580 		None PC General Charitable 500

Crohn's & Colitis Foundation

3010 Westchester Avenue Suite 106
Purchase,NY10577 		None PC General Charitable 10,000

CSCNYCT

80 Maple Avenue
White Plains,NY10601 		None PC General Charitable 250

Dana Farber Marathon Challenge

PO Box 415601
Boston,MA02241 		None PC General Charitable 1,000

Daniel W Offit Fund to Fight Glioblastoma

485 Lexington Avenue 24th Floor
New York,NY10017 		None PC General Charitable 2,500

Elmira College

One Park Place
Elmira,NY14901 		None PC General Charitable 1,000

GODS LOVE WE DELIVER INC

166 Avenue of the Americas
New York,NY10013 		None PC General Charitable 500

HOW

PO Box 3504
Jupiter,FL33469 		None PC General Charitable 500

Harvard Business School

Harvard Business School Soldiers Fi
Boston,MA02163 		None PC General Charitable 1,000

Illumyn Impact

1311 Park Street Suite 425
Alameda,CA94501 		None PC General Charitable 1,000

Israel Tennis & Education Centers Fdn

165 E 56th Street 2nd Floor
New York,NY10022 		None PC General Charitable 2,500

Kips Bay Boys & Girls Club Inc

1930 Randall Avenue
Bronx,NY10473 		None PC General Charitable 2,500

Manhattan Soccer Club

150 West 95th Street 2A
New York,NY10025 		None PC General Charitable 2,000

Montefiore Medical Center

3325 Bainbridge Avenue
Bronx,NY10467 		None PC General Charitable 20,000

New York Philharmonic

10 Lincoln Center Plaza
New York,NY10023 		None PC General Charitable 2,500

New York Road Runners

PO Box 22171
New York,NY10087 		None PC General Charitable 16,000

Newton Food Pantry

1000 Commonwealth Avenue
Newton,MA02459 		None PC General Charitable 1,000

Palm Beach Drama Works

201 Clematis Street
West Palm Beach,FL33401 		None PC General Charitable 1,000

Palm Beach Synagogue

120 North Country Road
Palm Beach,FL33480 		None PC General Charitable 5,000

Promise Fund

340 Royal Poinciana Way Suite 317-3
Palm Beach,FL33480 		None PC General Charitable 5,000

Robin Hood

826 Broadway 9th Floor
New York,NY10003 		None PC General Charitable 2,500

School of American Ballet

70 Lincoln Plaza
New York,NY10023 		None PC General Charitable 4,000

The Fortune Society

1325 Sixth Avenue 27th Floor
New York,NY10019 		None PC General Charitable 1,000

The Innovate

110 E Court Street Suite 500
Greenville,SC29601 		None PC General Charitable 10,000

The Kennedy Center

2700 F Street NW
Washington,DC20566 		None PC General Charitable 1,000

The Modern Classrooms Project

15 14th Street SE
Washington,DC20003 		None PC General Charitable 10,000

The New Jewish Home

149 West 105th Street Suite 3E
New York,NY10025 		None PC General Charitable 250

The Palm Beach Police & Fire Fdn Inc

139 N County Road Suite 26
Palm Beach,FL33480 		None PC General Charitable 3,000

The Temple Emanu-El

One East 65th Street
New York,NY10065 		None PC General Charitable 2,500

The Washington Institute

1111 19th Street NW Suite 500
Washington,DC20036 		None PC General Charitable 10,000

Thirty West Forty Fourth Street Fdn Inc

30 W 44th Street
New York,NY10109 		None PC General Charitable 500

United Way Worldwide

701 N Fairfax Street
Alexandria,VA22317 		None PC General Charitable 2,000

Yale University

157 Church Street
New Haven,CT06510 		None PC General Charitable 500

Pregnancy Justice

223 W 38th St 1416
New York,NY10018 		None PC General Charitable 500
Total .................................right arrow 3a 827,225
bApproved for future payment
Total ................................. right arrow 3b  
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 82,560  
4 Dividends and interest from securities ....     14 156,766  
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 ............ 		    18 775,875  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    15 105,853  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,121,054  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,121,054
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
BACHMANN STRAUSS FAMILY FUND
c/o Joe Vet
Employer identification number

13-6043497
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
BACHMANN STRAUSS FAMILY FUND
c/o Joe Vet 		Employer identification number
13-6043497
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
TRACEY STRAUSS
c/o Cerity Partners PO Box 38016
 
ALBANY, NY12203

$ 940,118


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BACHMANN STRAUSS FAMILY FUND
c/o Joe Vet 		Employer identification number

13-6043497
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 11,000 shares FTI $ 285,340 2024-04-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6500 Shares CRH $ 654,778 2024-11-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BACHMANN STRAUSS FAMILY FUND
c/o Joe Vet 		Employer identification number

13-6043497
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRAYPOINT ADVISORY FEES 34,925     34,925

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

TY 2024 DepreciationSchedule
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
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 2024 InvestmentsCorpStockSchedule
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB #8420 1,458,268 2,406,122
SCHWAB #5121 1,157,279 1,172,439
SCHWAB #1280 331,943 476,837
JP MORGAN #9004 341,499 563,868
JP MORGAN #7007 2,044,697 3,010,135

TY 2024 InvestmentsOtherSchedule2
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALPHAGEN EURO BEST IDEAS   161,423 174,750
OCA OHA CREDIT FUND SEG PORT   0 17,405
HCP PRIVATE EQUITY III   0 274,046
CHI EMPLOYEE FUND II   152,486 103,876
COWEN HEALTHCARE ROYALTY PTNRS   0 0
STARBOARD VALUE & OPP FUND LTD   0 358,754
RCG LONGVIEW DEBT FUND VI   74,073 38,505
CHI EMPLOYEE III   157,591 145,081
FOUNDERS CIRCLE III   152,529 168,340
SCGE OFFSHORE   200,000 409,436
COWEN SUSTAINABLE INVESTMENTS   241,847 304,480
OCA CMTG   23,181 5,643
OCA LCP IX SEGREGATED PORT   65,560 74,520
OCA VENBIO III   63,663 68,657
OCA SSA SEGREGATED PORT   570,929 546,608
OCA ESGS   0 0
OCA VHF SEGREGATED PORT   320,000 378,465
SVB CAPITAL PARTNERS V   159,377 195,828
OCA THOMA BRAVO XIV   133,472 161,644
OCA TBP VII   82,613 69,179
OCA VENBIO IV   59,477 48,460
OCA TIGER GLOBAL PIP   33,303 23,575
OCA CHP   240,000 429,791
SVB CAP PARTNERS VI   17,399 16,765
HALLE CAPITAL PARTNERS II   72,072 81,273
OCA BRAIDWELL   267,526 242,802
HOUND PARTNERS VARITABLE BETA   217,302 228,862
FOUNDERS CIRCLE CAPITAL IV   72,589 73,616
OCA DK LDO VI SEGREGATED PORT   60,693 63,530
OCA VDF TE   83,356 96,571
OCA NEW MOUNTAIN NET LEASE   57,644 64,913
OCA H SPECIALTY LENDING   32,093 29,539
OCA FSSA ASIAN EQUITY   175,299 185,164

TY 2024 OtherExpensesSchedule
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OCA FSSA ASIAN EQ DEDUCTIONS 1,236 1,236    
FOUNDERS CIRCLE IV DEDUCTIONS 4,462 4,462    
RCG LONGVIEW VI DEDUCTIONS 182 182    
ALM FEE 170 170    
CHI EMPLOYEE II DEDUCTIONS 763 763    
CHI EMPLOYEE III DEDUCTIONS 601 601    
COWEN SUSTAINABLE I DEDUCTIONS 987 987    
FOUNDERS CIRCLE III DEDUCTIONS 3,267 3,267    
NYS REGISTRATION 1,000 1,000    
OCA CMTG DEDUCTIONS 41 41    
SVB CAP PARTNERS VI DEDUCTIONS 155 155    
OCA ESGS DEDUCTIONS 1 1    
SVB CAP PARTNERS V DEDUCTIONS 4,204 4,204    
OCA THOMA BRAVO XIV DEDUCTIONS 2,744 2,744    
OCA TBP DEDCUCTIONS 2,373 2,373    
OCA TIGER GLOBAL PIP DEDUCTION 208 208    
HALLE CAP II DEDUCTIONS 2,379 2,379    
OCA VDF DEDUCTIONS 1,405 1,405    
OCA BRAIDWELL DEDUCTIONS 418 418    
OCA NEW MOUNTAIN NET LEASE DED 980 980    


TY 2024 OtherIncomeSchedule2
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Chi EE Fd II - Other Income -540 -540  
OCA FSSA Asian Equity - Other Income 346 346  
OCA ESGS - Other Income -206 -206  
OCA Braidwell - Other Income 5,104 5,104  
Janus Henderson - Other Income 3,760 3,760  
OCA SSA Seg Portfolio - Other Ord 94,109 94,109  
OCA OHA Cr Fd Seg Portfolio - Other Ord 607 607  
OCA H Specialty Lending - Other Ord 2,554 2,554  
OCA DKLDO VI Seg - Other Ord 119 119  
Hound Partners - Other Ord      


TY 2024 OtherProfessionalFeesSchedule
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFIT MANAGEMENT FEES 26,850 26,850    
SCHWAB #1280 FEES 2,457 2,457    
JPM #7007 FEES 379 379    
JPM #9004 FEES 7,982 7,982    


TY 2024 TaxesSchedule
Name:
BACHMANN STRAUSS FAMILY FUND
 
c/o Joe Vet
EIN:
13-6043497
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,660 2,660    
TAXES PAID 15,000 15,000