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
ALAN H BACHMAN AND JUDY L BACHMAN
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)804 HUNTERS RUN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DOBBS FERRY, NY105223416
A Employer identification number

82-2678784
B Telephone number (see instructions)

(702) 363-4480
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$14,428,066J 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) 363,674
2 Check right arrow.............
3 Interest on savings and temporary cash investments 30,610 30,610  
4 Dividends and interest from securities... 328,101 328,101  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 295,634
b Gross sales price for all assets on line 6a 3,615,335
7 Capital gain net income (from Part IV, line 2)... 295,634
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).......      
12 Total. Add lines 1 through 11........ 1,018,019 654,345  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,245 54,245   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,755 3,687   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
288 288   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,288 58,220   0
25 Contributions, gifts, grants paid....... 752,000 752,000
26 Total expenses and disbursements. Add lines 24 and 25 815,288 58,220   752,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 202,731
b Net investment income (if negative, enter -0-) 596,125
c Adjusted net income (if negative, enter -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......... 339,197 768,175 768,175
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) 1,828,712 Click to see attachment
List of Attached Documents:
// Content
1,480,922 		1,460,811
b Investments—corporate stock (attach schedule)....... 1,640,229 Click to see attachment
List of Attached Documents:
// Content
1,082,671 		1,718,763
c Investments—corporate bonds (attach schedule)....... 1,194,625 Click to see attachment
List of Attached Documents:
// Content
1,317,989 		1,323,128
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).......... 7,216,097 Click to see attachment
List of Attached Documents:
// Content
7,771,834 		9,157,189
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) 12,218,860 12,421,591 14,428,066
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........... 12,218,860 12,421,591
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)..... 12,218,860 12,421,591
30 Total liabilities and net assets/fund balances (see instructions). 12,218,860 12,421,591
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
12,218,860
2
Enter amount from Part I, line 27a .....................
2
202,731
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,421,591
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
12,421,591
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,560,581   3,319,701 240,880
b 54,754     54,754
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       240,880
b       54,754
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 295,634
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 8,286
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 8,286
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 8,286
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,000
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 4,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 98
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,384
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   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$ 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
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 arrowNV
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowSUSAN BACHMAN Telephone no.right arrow (702) 363-4480

Located atright arrow804 HUNTERS RUNDOBBS FERRYNY ZIP+4right arrow105223416
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)
Yes
 
(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
 
No
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
SUSAN BACHMAN TRUSTEE, CHAIRPERSON
2.00 		0 0 0
804 HUNTERS RUN
DOBBS FERRY,NY105223416
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
WELLS FARGO BANK NA INVESTMENT MANAGEMENT AND ADVISORY 54,245
PO BOX 5268
SIOUX FALLS,SD571175268
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
13,173,381
b
Average of monthly cash balances.......................
1b
598,108
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,771,489
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
13,771,489
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
206,572
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,564,917
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
678,246
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
678,246
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,286
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,286
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
669,960
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
669,960
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
669,960
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
752,000
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
752,000
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 7 669,960
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 434,178
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 752,000
a Applied to 2023, but not more than line 2a 434,178
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..... 317,822
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		352,138
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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).)
SUSAN BACHMAN
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 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

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA190463549 		N/A PC UNRESTRICTED FOR GENERAL PURPOSES 690,000

TEMPLE SINAI LAS VEGAS INC

9001 HILLPOINTE ROAD
LAS VEGAS,NV891346097 		N/A PC UNRESTRICTED FOR GENERAL PURPOSES 62,000
Total .................................right arrow 3a 752,000
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 30,610  
4 Dividends and interest from securities ....     14 328,101  
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 ............ 		    18 295,634  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 654,345 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
654,345
(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
ALAN H BACHMAN AND JUDY L BACHMAN
FOUNDATION
Employer identification number

82-2678784
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
ALAN H BACHMAN AND JUDY L BACHMAN
FOUNDATION 		Employer identification number
82-2678784
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
ESTATE OF ALAN H BACHMAN
 
804 HUNTERS RUN
 
DOBBS FERRY, NY105223416

$ 363,674


(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
ALAN H BACHMAN AND JUDY L BACHMAN
FOUNDATION 		Employer identification number

82-2678784
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
 
$    
(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
 
$    
(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
ALAN H BACHMAN AND JUDY L BACHMAN
FOUNDATION 		Employer identification number

82-2678784
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 InvestmentsCorpBondsSchedule
Name:
ALAN H BACHMAN AND JUDY L BACHMAN
 
FOUNDATION
EIN:
82-2678784
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC, 02/26/24, 4.800% (00287YDS5) 50,000 QTY 51,269 49,962
AMERICAN INTERNATIONAL, 03/27/23, 5.125% (026874DS3) 25,000 QTY 25,148 24,690
AMGEN INC, 02/22/22, 3.350% (031162DE7) 25,000 QTY 21,603 22,274
APPLE INC, 05/10/23, 4.300% (037833EV8) 25,000 QTY 23,909 24,393
AT&T INC, 05/28/20, 2.300% (00206RJX1) 25,000 QTY 22,654 23,597
AUTOZONE INC, 03/30/20, 4.000% (053332AZ5) 25,000 QTY 22,894 23,800
BAKER HUGHES LLC/CO-OBL, 12/09/21, 2.061% (05724BAD1) 50,000 QTY 46,044 47,626
BLACKROCK INC, 05/25/23, 4.750% (09247XAT8) 30,000 QTY 29,931 29,376
BUNGE LTD FINANCE CORP, 05/14/21, 2.750% (120568BC3) 30,000 QTY 25,801 25,931
CANADIAN IMPERIAL BANK, 10/03/23, 6.092% (13607LWW9) 35,000 QTY 37,271 36,580
CAPITAL ONE FINANCIAL CO, 05/11/20, 3.650% (14040HCE3) 50,000 QTY 47,906 48,675
COMCAST CORP, 10/05/18, 4.150% (20030NCT6) 50,000 QTY 50,330 48,762
CONAGRA BRANDS INC, 10/16/20, 1.375% (205887CF7) 50,000 QTY 42,128 45,393
DUKE ENERGY CORP, 08/11/22, 4.500% (26441CBT1) 25,000 QTY 21,992 23,816
GENERAL MOTORS FINL CO, 06/10/21, 2.700% (37045XDL7) 50,000 QTY 33,372 33,892
GOLDMAN SACHS GROUP INC, 01/26/17, 3.850% (38141GWB6) 50,000 QTY 48,028 49,066
HP ENTERPRISE CO, 07/17/20, 1.750% (42824CBK4) 50,000 QTY 45,926 48,157
INTUIT INC, 06/29/20, 0.950% (46124HAB2) 50,000 QTY 46,261 49,049
JOHN DEERE CAPITAL CORP, 04/18/22, 3.350% (24422EWE5) 50,000 QTY 48,368 47,440
JPMORGAN CHASE & CO, 04/26/22 (46647PDA1) 50,000 QTY 48,691 49,402
LOCKHEED MARTIN CORP, 05/05/22, 3.900% (539830BR9) 50,000 QTY 49,934 46,444
LOWE'S COS INC, 10/22/20, 1.700% (548661DY0) 50,000 QTY 40,689 41,833
MORGAN STANLEY, 07/21/23 (61747YFF7) 50,000 QTY 50,940 50,558
NASDAQ INC, 06/28/23, 5.550% (63111XAJ0) 25,000 QTY 25,733 25,219
NORTHERN TRUST CORP, 05/10/22, 4.000% (665859AW4) 50,000 QTY 50,533 49,342
PAYPAL HOLDINGS INC, 05/23/22, 3.900% (70450YAK9) 50,000 QTY 50,037 49,287
ROYAL BANK OF CANADA, 04/27/21, 1.200% (78016EZQ3) 50,000 QTY 45,112 47,836
SHELL INTERNATIONAL FIN, 11/13/18, 3.875% (822582CB6) 40,000 QTY 38,912 38,857
TORONTO-DOMINION BANK, 06/08/22, 3.766% (89115A2A9) 50,000 QTY 49,760 49,813
UBS COMMERCIAL MTG SER 2017-C4, 10/01/17, 3.563% (90276RBE7) 100,000 QTY 96,590 94,479
UNITEDHEALTH GROUP INC, 05/20/22, 4.000% (91324PEH1) 50,000 QTY 50,154 48,299
VERIZON COMMUNICATIONS, 03/22/21, 2.550% (92343VGJ7) 34,000 QTY 30,069 29,280

TY 2024 InvestmentsCorpStockSchedule
Name:
ALAN H BACHMAN AND JUDY L BACHMAN
 
FOUNDATION
EIN:
82-2678784
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC (ABBV) 157.000 SHARES 21,115 27,898
ADOBE INC (ADBE) 51.000 SHARES 24,843 22,679
ADVANCED MICRO DEVICES INC (AMD) 180.000 SHARES 18,963 21,742
ALPHABET INC CL C (GOOG) 601.000 SHARES 51,566 114,454
AMAZON COM INC (AMZN) 365.000 SHARES 69,964 80,077
ANALOG DEVICES INC (ADI) 103.000 SHARES 24,322 21,883
APPLE INC (AAPL) 634.000 SHARES 66,257 158,766
BLACKROCK FUNDING INC/DE (BLK) 30.000 SHARES 15,829 30,753
BLACKSTONE INC (BX) 203.000 SHARES 13,793 35,001
BOEING CO (BA) 164.000 SHARES 29,853 29,028
BROADCOM INC (AVGO) 351.000 SHARES 13,376 81,376
CELANESE CORP (CE) 211.000 SHARES 22,095 14,603
CISCO SYSTEMS INC (CSCO) 494.000 SHARES 20,711 29,245
CITIGROUP INC. (C) 539.000 SHARES 26,802 37,940
COGNIZANT TECH SOLUTIONS CRP COM (CTSH) 220.000 SHARES 14,915 16,918
EATON CORP PLC (ETN) 99.000 SHARES 12,321 32,855
ELI LILLY & CO COM (LLY) 60.000 SHARES 7,158 46,320
GARMIN LTD (GRMN) 130.000 SHARES 12,124 26,814
HILTON WORLDWIDE HOLDINGS INC (HLT) 114.000 SHARES 23,866 28,176
HOME DEPOT INC (HD) 70.000 SHARES 22,295 27,229
JPMORGAN CHASE & CO (JPM) 257.000 SHARES 27,564 61,605
KEYSIGHT TECHNOLOGIES INC (KEYS) 102.000 SHARES 17,572 16,384
LAM RESEARCH CORP COM (LRCX) 39.000 SHARES 11,047 23,114
MANULIFE FINANCIAL CORP (MFC) 999.000 SHARES 15,676 30,679
MARSH & MCLENNAN COS INC (MMC) 98.000 SHARES 21,753 20,816
MCDONALDS CORP (MCD) 81.000 SHARES 28,200 28,989
MERCK & CO INC NEW (MRK) 278.000 SHARES 22,539 27,655
META PLATFORMS INC (META) 139.000 SHARES 30,565 81,386
MICROSOFT CORP (MSFT) 344.000 SHARES 66,096 144,996
MONDELEZ INTERNATIONAL INC (MDLZ) 293.000 SHARES 15,576 17,501
REGIONS FINL CORP NEW (RF) 1,015.000 SHARES 19,952 23,873
RTX CORP (RTX) 269.000 SHARES 22,778 31,129
STARBUCKS CORP (SBUX) 208.000 SHARES 20,653 18,980
SUNCOR ENERGY INC NEW F (SU) 1,076.000 SHARES 31,549 38,392
TARGET CORP (TGT) 122.000 SHARES 16,778 16,492
TE CONNECTIVITY LTD (TEL) 0.000 SHARES 16,120 20,588
THERMO FISHER SCIENTIFIC INC (TMO) 39.000 SHARES 15,206 20,289
TOTALENERGIES SE (TTE) 630.000 SHARES 34,958 34,335
UNILEVER PLC - ADR (UL) 400.000 SHARES 20,480 22,680
UNION PACIFIC CORP (UNP) 103.000 SHARES 18,485 23,488
UNITED PARCEL SERVICE-CL B (UPS) 205.000 SHARES 29,312 25,851
UNITEDHEALTH GROUP INC (UNH) 89.000 SHARES 28,613 45,022
VISA INC-CLASS A SHRS (V) 115.000 SHARES 23,232 36,345
WASTE MANAGEMENT INC (WM) 121.000 SHARES 15,799 24,417

TY 2024 InvestmentsGovtObligationsSch
Name:
ALAN H BACHMAN AND JUDY L BACHMAN
 
FOUNDATION
EIN:
82-2678784
US Government Securities - End of Year Book Value:

1,480,922
US Government Securities - End of Year Fair Market Value:

1,460,811
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:
ALAN H BACHMAN AND JUDY L BACHMAN
 
FOUNDATION
EIN:
82-2678784
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMEX INDUSTRIAL SPDR (XLI) 1,394.000 SHARES AT COST 150,284 183,673
AMEX TECHNOLOGY SELECT SPDR (XLK) 1,249.000 SHARES AT COST 194,998 290,417
DODGE & COX INTERNATIONAL STOCK FUND (DODFX) 4,097.009 SHARES AT COST 195,000 204,441
GOLDMAN SACHS GQG PARTNERS INTL OPP FUND CL R6 (GSIYX) 12,972.856 SHARES AT COST 300,000 253,619
GQG PARTNERS EMERGING MKTS EQUITY FUND CL INST (GQGIX) 34,594.341 SHARES AT COST 550,000 572,190
INVESCO BALANCED-RISK CMDTY STRATEGY FUND CL R6 (IBRFX) 59,677.331 SHARES AT COST 412,578 394,468
ISHARES RUSSELL 2000 ETF (IWM) 1,701.000 SHARES AT COST 300,411 375,853
JOHCM INTERNATIONAL SELECT FUND CLASS INST (JOHIX) 5,078.704 SHARES AT COST 123,000 115,948
NYLI MACKAY CONVERTIBLE FUND CLASS I (MCNVX) 25,924.364 SHARES AT COST 489,000 485,045
PIMCO EMERGING MARKETS BOND FUND INSTL (PEBIX) 38,363.825 SHARES AT COST 315,000 324,174
PIMCO EMERGING MARKETS LOCAL CCY AND BOND INST (PELBX) 59,904.644 SHARES AT COST 350,000 334,268
PIMCO HIGH YIELD FUND INST (PHIYX) 52,306.687 SHARES AT COST 425,000 419,499
PRINCIPAL MIDCAP FUND CLASS R6 (PMAQX) 6,277.464 SHARES AT COST 300,000 280,163
T ROWE PRICE INSTITUTIONAL FLOAT RATE FUND (RPIFX) 24,500.490 SHARES AT COST 236,882 232,510
TOUCHSTONE MID CAP FUND CLASS R6 (TMPRX) 3,609.137 SHARES AT COST 175,000 200,379
VANGUARD DIVIDEND APPRECIATION (VIG) 2,575.000 SHARES AT COST 400,166 504,262
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 3,317.000 SHARES AT COST 167,545 158,620
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 5,529.000 SHARES AT COST 222,519 243,498
VANGUARD GROWTH VIPER (VUG) 2,741.000 SHARES AT COST 625,751 1,125,016
VANGUARD INDEX FD ETF (VOO) 1,437.000 SHARES AT COST 506,976 774,270
VANGUARD MIDCAP VIPER (VO) 4,230.000 SHARES AT COST 876,724 1,117,270
VIRTUS KAR SMALL-CAP CORE FUND CLASS R6 (VSCRX) 5,078.736 SHARES AT COST 225,000 290,504
VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6 (VKSRX) 13,583.439 SHARES AT COST 230,000 277,102

TY 2024 OtherExpensesSchedule
Name:
ALAN H BACHMAN AND JUDY L BACHMAN
 
FOUNDATION
EIN:
82-2678784
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 288 288   0


TY 2024 OtherProfessionalFeesSchedule
Name:
ALAN H BACHMAN AND JUDY L BACHMAN
 
FOUNDATION
EIN:
82-2678784
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 54,245 54,245   0


TY 2024 TaxesSchedule
Name:
ALAN H BACHMAN AND JUDY L BACHMAN
 
FOUNDATION
EIN:
82-2678784
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAID 5,068 0   0
FOREIGN TAXES WITHHELD 3,687 3,687   0