ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC (EIN 31-1535223)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-15
IRS object ID: 202441369349103034
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Depreciation Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T12:02:24-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOFFMAN MULLIGAN CPAS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	61 BROADWAY - SUITE 1601	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100062756	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311535223	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BAUMAN FAMILY FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	C/O ROBERT P BAUMAN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% ROBERT P BAUMAN	InCareOfNm
Business Name Control	BAUM	BusinessNameControlTxt
Phone	7722250403	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6720 SE HARBOR CIRCLE	AddressLine1Txt
City	STUART	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34996	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT BAUMAN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	7722250403	PhoneNum
Signature	2024-04-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	BAUMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEVEN GOLODNY CPA	PreparerPersonNm
PTIN	P00059037	PTIN
Phone	2125831100	PhoneNum
Preparation	2024-04-24	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$26,470,299	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$18,499	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$18,499	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$499,223	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$499,223	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$424,926	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,426,289	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$424,926	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$2	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$942,650	TotalRevAndExpnssAmt
Total Net Invst Incm	$942,650	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$260,000	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$500	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,550	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$98,078	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$98,078	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$6,204	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$6,204	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$372,332	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$104,282	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,373,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,373,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,745,832	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$104,282	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,373,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$803,182	ExcessRevenueOverExpensesAmt
Net Investment Income	$838,368	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$862,436	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$458,155	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$458,155	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$7,902,394	CorporateStockBOYAmt
Corporate Stock EOY	$7,503,034	CorporateStockEOYAmt
Corporate Stock EOYFMV	$26,012,144	CorporateStockEOYFMVAmt
Total Assets BOY	$8,764,830	TotalAssetsBOYAmt
Total Assets EOY	$7,961,189	TotalAssetsEOYAmt
Total Assets EOYFMV	$26,470,299	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock EOY	$7,961,189	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,764,830	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,961,189	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,764,830	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,961,189	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,764,830	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$803,182	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$7,961,648	SubtotalAmt
Other Decreases	$459	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,961,189	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO #7500 SHORT TERM SALES - SEE ATTACHED	P	2023-05-31	2023-12-06	$698,328	$692,680	-$55	$5,648
WELLS FARGO #7500 LONG TERM SALES - SEE ATTACHED	P	1950-01-01	2023-12-06	$1,727,961	$1,302,980	$424,981	$424,981

Field	Value	IRS element (for citing)
Capital Gain Net Income	$424,926	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$11,653	InvestmentIncomeExciseTaxAmt
Subtotal	$11,653	SubtotalAmt
Tax Based On Investment Income	$11,653	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$41,643	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$41,643	TotalPaymentsAndCreditsAmt
Overpayment	$29,990	OverpaymentAmt
Applied To ES Tax	$29,990	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT P BAUMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7722250403	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6720 SE HARBOR CIRCLE	AddressLine1Txt
City	STUART	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34996	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT BAUMAN
6720 SE HARBOR CIRCLE	STUART	FL	34996	DIRECTOR	4.0	$0	$0	$0
JOHN BAUMAN
6720 SE HARBOR CIRCLE	STUART	FL	34996	DIRECTOR	8.0	$130,000	$0	$0
ELIZABETH H BAUMAN
6 DOLLOFF FARM ROAD	EXETER	NH	03833	DIRECTOR	8.0	$130,000	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	AUBURN UNIVERSITY 317 S COLLEGE STREET AUBURN, AL 36849	Description1Txt
Expenses1	$0	Expenses1Amt
Description2	COASTAL MAINE BOTANICAL GARDENS INC P.O. BOX 234 BOOTHBAY, ME 04537	Description2Txt
Expenses2	$0	Expenses2Amt
Description3	FRIENDS OF MOUNTS BOTANICAL GARDENS 559 N MILITARY TRAIL WEST PALM, BEACH, FL 33415	Description3Txt
Expenses3	$0	Expenses3Amt
Description4	MAYO CLINIC 200 1ST ST SW ROCHESTER, MN 55905	Description4Txt
Expenses4	$0	Expenses4Amt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$24,387,094	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,334,987	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$25,722,081	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$25,722,081	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$385,831	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$25,336,250	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,266,813	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,266,813	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$11,653	TaxBasedOnInvestmentIncomeAmt
Total Tax	$11,653	TotalTaxAmt
Distributable Before Adj	$1,255,160	DistributableBeforeAdjAmt
Distributable Before Ded	$1,255,160	DistributableBeforeDedAmt
Distributable As Adjusted	$1,255,160	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,373,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,373,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,255,160	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$111,879	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$21,197	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$16,009	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$149,085	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,373,500	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$1,255,160	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$118,340	RemainingDistriFromCorpusAmt
Total Corpus	$267,425	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$111,879	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$155,546	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$21,197	ExcessFromYear3Amt
Excess From Year2	$16,009	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$118,340	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ROBERT BAUMAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A PLACE TO START FOR DEMENTIA
41 MAIN STREET UNIT 2	KENNEBUNK	ME	04043	NONE	PC	CHARITABLE - HEALTH SERVICES	$5,000
AMERICAN NATIONAL RED CROSS
158 BROOKLAWN AVE	BRIDGEPORT	CT	06604	NONE	PC	CHARITABLE - HEALTH SERVICES	$5,000
AUBURN UNIVERSITY
317 S COLLEGE STREET	AUBURN	AL	36849	NONE	PC	CHARITABLE - EDUCATION SERVICES	$100,000
BOYS AND GIRLS CLUB OF MARTIN COUNTY
PO BOX 910	HOBE SOUND	FL	33475	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$30,000
BRICK STORE MUESUM
117 MAIN ST	KENNEBUNK	ME	04043	NONE	PC	CHARITABLE - CULTURAL SERVICES	$20,000
CAMP KITA
PO BOX 238	NORTH BERWICK	ME	03906	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$5,000
CANCER RESEARCH INSTITUTE
29 BROADWAY	NEW YORK	NY	10006	NONE	PC	CHARITABLE - HEALTH SERVICES	$1,000
CHARCOT-MARIE-TOOTH ASSOCIATION
2700 CHESTNUT STREET	CHESTER	PA	19013	NONE	PC	CHARITABLE - HEALTH SERVICES	$10,000
CHILDRENS MUSEUM OF THE TREASURE COAST
PO BOX 2147	STUART	FL	34995	NONE	PC	CHARITABLE - CULTURAL SERVICES	$15,000
COASTAL MAINE BOTANICAL GARDENS INC
PO BOX 234	BOOTHBAY	ME	04537	NONE	PC	CHARITABLE - CULTURAL SERVICES	$100,000
COMMUNITY MUSIC SCHOOL INC
PO BOX 387	CENTERBROOK	CT	06409	NONE	PC	CHARITABLE - CULTURAL SERVICES	$40,000
CONNECTICUT RIVER FOUNDATION AT STEAMBOAT DOCK
67 MAIN ST	ESSEX	CT	06426	NONE	PC	CHARITABLE - CULTURAL SERVICES	$10,000
CONNECTICUT STATE GOLF ASSNFIRST TEE OF CT
35 COLD SPRING RD 212	ROCKY HIL	CT	06067	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$4,000
CONNORS CLIMB FOUNDATION
PO BOX 283	EXETER	NH	03833	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$5,000
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVE	BOSTON	MA	02115	NONE	PC	CHARITABLE - HEALTH SERVICES	$5,000
EARICLES
1505 MANZANITA LN	MANHATTAN BEACH	CA	90266	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$10,000
EASTER SEALS NEW HAMPSHIRE INC
555 AUBURN ST	MANCHESTER	NH	03103	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$5,000
ENVIRONMENTAL STUDIOS COUNCIL INC
2900 NE INDIAN RIVER DR	JENSEN BEACH	FL	34957	NONE	PC	CHARITABLE - ENVIRONMENTAL SERVICES	$5,000
ESSEX LIBRARY
33 WEST AVE	FAIRFIELD	CT	06824	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$2,000
EXETER HOSPITAL INC
5 ALUMNI DR	EXETER	NH	03883	NONE	PC	CHARITABLE - HEALTH SERVICES	$25,000
FAIRFIELD UNIVERSITY
NORTH BENSON RD	FAIRFIELD	CT	06824	NONE	PC	CHARITABLE - EDUCATIONAL SERVICES	$10,000
FARMSTEADS OF NEW ENGLAND INC
213 CENTER RD	HILLSBOROUGH	NH	03244	NONE	PC	CHARITABLE - CULTURAL SERVICES	$20,000
FLAMINGO GARDENS INC
3750 S FLAMINGO DR	DAVIE	FL	33330	NONE	PC	CHARITABLE - CULTURAL SERVICES	$25,000
FRIENDS OF KAREN INC
PO BOX 190	PURDYS	NY	10578	NONE	PC	CHARITABLE - HEALTH SERVICES	$10,000
FRIENDS OF MOUNTS BOTANICAL GARDENS
559 N MILITARY TRAIL	WEST PALM BEACH	FL	33415	NONE	PC	CHARITABLE - CULTURAL SERVICES	$150,000
FRIENDS OF THE MARTIN COUNTY
2351 SE MONTEREY ROAD	STUART	FL	34996	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$10,000
GLOBAL LYME ALLIANCE INC
222 RAILROAD AVENUE SUITE 2B	GREENWICH	CT	06830	NONE	PC	CHARITABLE - COMMUNITY SERVICE	$10,000
GRACE PRESBYTERIAN CHURCH
187 NW BRITT RD	STUART	FL	34994	NONE	PC	CHARITABLE - RELIGIOUS	$10,000
GRANITE UNITED WAY
22 CONCORD ST FLOOR 2	MANCHESTER	NH	03101	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$15,000
GREATER SEACOAST COMMUNITY HEALTH
333 BORTHWICK AVE	PORTSMOUTH	NH	03801	NONE	PC	CHARITABLE - HEALTH SERVICES	$15,000
HERO PUPS
20 PORTSMOUTH AVE 127	STRATHAM	NH	03801	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$5,000
HIGH HOPES THERAPEUTIC RIDING INC
36 TOWN WOODS RD	OLD LYME	CT	06371	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$45,000
HOSPICE OF SOUTHERN MAINE
180 US ROUTHE 1	SCARBOROUGH	ME	04074	NONE	PC	CHARITABLE - HEALTH SERVICES (4TH OF 4 YEAR)	$5,000
HOSPICE OF THE TREASURE COAST INC
1201 SE INDIAN ST	STUART	FL	34997	NONE	PC	CHARITABLE - HEALTH SERVICES	$8,000
IVORYTON PLAYHOUSE FOUNDATION INC
PO BOX 149	EXETER	NH	06442	NONE	PC	CHARITABLE - CULTURAL SERVICES (4TH OF 5 YEAR)	$20,000
KBIA
262 BEACH AVE	KENNEBUNK	ME	04043	NONE	PC	CHARITABLE - ENVIRONMENTAL SERVICES	$10,000
KEY COLLECTIVE
PO BOX 149	EXETER	NH	03833	NONE	PC	CHARITABLE - CULTURAL SERVICES	$20,000
LIGHTHOUSE CHARITABLE FOUNDATION INC - REVERSAL
28 SWARTHMORE RD	WELLESLEY	MA	02482	NONE	PC	CHARITABLE - COMMUNITY SERVICE REVERSAL FOR 2022 GRANT PAID	-$2,500
MAINE MEDICAL CENTER
22 BRAMHALL ST	PORTLAND	ME	04102	NONE	PC	CHARITABLE - HEALTH SERVICES	$55,000
MAINE RIVERS
PO BOX 782	YARMOUTH	ME	04096	NONE	PC	CHARITABLE - ENVIRONMENTAL SERVICES	$5,500
MARTIN MEMORIAL FOUNDATION INC
PO BOX 235	STUART	FL	34495	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$25,000
MASSACHUSETTS EYE AND EAR INFIRMARY - REZA
243 CHARLES ST	BOSTON	MA	02114	NONE	PC	CHARITABLE - HEALTH SERVICES	$25,000
MASSACHUSETTS EYE AND EAR INFIRMARY
243 CHARLES ST	BOSTON	MA	02114	NONE	PC	CHARITABLE - HEALTH SERVICES	$5,000
MAYO CLINIC
200 1ST ST SW	ROCHESTER	MN	55905	NONE	PC	CHARITABLE - HEALTH SERVICES	$100,000
METROPOLITAN GOLF ASSOCIATION FOUNDATION
49 KNOLLWOOD RD	ELMSFORD	NY	10523	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$2,000
MIDDLESEX HOSPITAL
28 CRESCENT ST	MIDDLETOWN	CT	06457	NONE	PC	CHARITABLE - HEALTH SERVICES (2ND OF 5 YEAR)	$20,000
MOLLY'S HOUSE
430 SE OSCELOA ST	STUART	FL	34994	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$15,000
MY BREAST CANCER SUPPORT
1 NEW HAMSHIRE AVE	PORTSMOUTH	NH	03801	NONE	GOV	CHARITABLE - HEALTH SERVICES	$15,000
PALLIATIVE CARE FOR UGANDA
128 EAST AVE	NORWALK	CT	06851	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$20,000
PANDEMONIUM RAINFOREST PROJECT
112 W ELM ST	DEEP RIVER	CT	06417	NONE	PC	CHARITABLE - ENVIRONMENTAL SERVICES	$5,000
PLACE OF HOPE
9078 ISAIAH LN	PALM BEACH GARDENS	FL	33418	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$20,000
PROCTOR ACADEMY
PO BOX 500	ANDOVER	NH	03216	NONE	PC	CHARITABLE - EDUCATION SERVICES	$5,000
REALNESS PROJECT
1750 30TH ST PMB 204	BOULDER	CO	80301	NONE	PC	CHARITABLE - CULTURAL SERVICES	$20,000
RICHIE MCFARLAND CHILDRENS CENTER
11 SANDY POINT RD	STRATHAM	NH	03885	NONE	PC	CHARITABLE - COMMUNTY SERVICES	$1,000
ROCKINGHAM NUTRITION & MEALS ON WHEELS PROGRAM
106 NORTH RD	KNNEBUNK	ME	04043	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$3,000
ROCKINGHAM VNA & HOSPICE
137 EPPING RD	EXETER	NH	03833	NONE	PC	CHARITABLE - COMMUNITY SERVICE	$20,000
SAFESPACE INC
632 SE MONTEREY RD	STUART	FL	34994	NONE	PC	CHARITABLE - COMMUNITY SERVICE	$1,000
SAILFISH POINT FOUNDATIONI INC
2201 SE SAILFISH POINT BLVD	STUART	FL	34996	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$7,000
SEACOAST CLASSICAL ACADEMY
PO BOX 41	EXETER	NH	03833	NONE	PC	CHARITABLE - EDUCATION SERVICES	$25,000
SEACOAST MENTAL HEALTH CENTER INC
1145 SAGAMORE AVE	PORTSMOUTH	NJ	03801	NONE	PC	CHARITABLE - HEALTH SERVICES	$20,000
SEACOAST SOUL MODELS
PO BOX 631	KITTERY	ME	03904	NONE	PC	CHARITABLE - HEALTH SERVICES	$20,000
SENIOR CENTER AT LOWER VILLAGE
175 PORT RD	KENNEBUNK	ME	04043	NONE	PC	CHARITABLE - COMMUNITY SERVICE	$50,000
ST ANN EPISCOPAL CHURCH
PO BOX 44	KENNEBUNKPORT	ME	04046	NONE	PC	CHARITABLE - RELIGIOUS	$2,000
THE KATE
300 MAIN ST	OLD SAYBROOK	CT	06475	NONE	PC	CHARITABLE - CULTURAL SERVICES	$10,000
THE LYRIC THEATRE INC
59 SW FLAGLER AVE	STUART	FL	02115	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$10,000
TOMMY MCNAMARA CHARITABLE FOUNDATION INC
234 CAUSEWAY ST 1107	BOSTON	MA	02114	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$15,000
TRINITY CHAPEL
C/O HARTWELL BLANCHARD PO BOX 272	BIDDEFORD	ME	02114	NONE	PC	CHARITABLE - RELIGIOUS	$1,000
TUESDAY'S CHILDREN
390 PLANEDOME RD	MANHASSETT	NY	10030	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$10,000
UNIVERSITY OF CONNECTICUT FOUNDATION INC
2390 ALUMNI DR U3206	STORRS MANSFIELD	CT	06269	NONE	PC	CHARITABLE - EDUCATION SERVICES	$12,500
VICTORIAS VICTORY FOUNDATION
20 PORTSMOUTH AVEN	STRATHAM	NH	03885	NONE	PC	CHARITABLE - HEALTH SERVICES	$10,000
WEBHANNET CHARITABLE FOUNDATION
PO BOX 362	KENNEBUNK	ME	04043	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$1,000
WOMEN AND FAMILY LIFE CENTER OF GUILFORD
96 FAIR ST	GUILFORD	CT	06437	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$5,000
WOODY FOUNDATION INC
12500 VIRTUDES ST	CORAL GABLES	FL	33156	NONE	PC	CHARITABLE - HEALTH SERVICES	$20,000
ZEBRA CORSSINGS
PO BOX 411	DOVER	NH	03821	NONE	PC	CHARITABLE - COMMUNITY SERVICES	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,373,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$18,499	UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$499,223	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$424,926	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	SECURITY LITIGATION	Desc
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$2	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$942,650	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$942,650	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$7,550	Amt

Depreciation Schedule DepreciationSchedule

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$500	LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSSES ON SECURITIES IN 2023	Desc
Amt	$459	Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	SECURITY LITIGATION	Desc
Revenue And Expenses Per Books	$2	RevenueAndExpensesPerBooksAmt
Net Investment Income	$2	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
WF #7500 - INV MGMT FEES PAID	$97,838	$97,838
WF #7500 - ADVISORY FEES PAID	$240	$240

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	CategoryTxt
Amt	$6,204	Amt
Net Investment Income	$6,204	NetInvestmentIncomeAmt

ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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