2024-11-08T13:00:13-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 203448306 Bauer Family Foundation Inc % Foundation Source BAUE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 jon r bauer president 8008391754 2024-11-06 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 26662820 X 0 X 12554 12554 253151 253151 -26424 147756 0 637952 640398 877233 906103 0 35070 35070 15629 229 247465 176370 69360 298164 211669 69360 1114755 1114755 1412919 211669 1184115 -535686 694434 1630597 446456 446456 8290720 8628003 9368163 13978131 14289303 16848201 23899448 23363762 26662820 0 0 X 23899448 23363762 23899448 23363762 23899448 23363762 23899448 -535686 23363762 23363762 Publicly-traded Securities 147756 28624 119132 119132 Passthrough K1 Capital Gain/(Loss) -151294 -32162 9653 9653 9653 20900 0 2200 23100 X 0 13447 9700 3747 false false false false false true true false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Jeff Bauer Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Jon R Bauer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Laura Bauer Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Nancy A Bauer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 69335 8610687 1216587 16848200 26675474 0 26675474 400132 26275342 1313767 1313767 9653 9653 1304114 1304114 1304114 1184115 0 0 0 0 1184115 1304114 1174755 2021 2020 2019 1184115 1174755 9360 0 0 1294754 0 0 Jon R Bauer Nancy A Bauer X AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 15000 BARTH SYNDROME FOUNDATION INC PO BOX 419264 BOSTON MA 02241 N/A PC General & Unrestricted 5000 BEDFORD 2030 INC PO BOX 812 BEDFORD HILLS NY 10507 N/A PC General & Unrestricted 2030 BEDFORD AUDUBON SOCIETY 35 TODD RD KATONAH NY 10536 N/A PC General & Unrestricted 2500 BEDFORD PLAYHOUSE INC 633 OLD POST RD BEDFORD NY 10506 N/A PC General & Unrestricted 1000 BOYS & GIRLS CLUB OF NORTHERN WESTCHESTER 351 MAIN ST MOUNT KISCO NY 10549 N/A PC General & Unrestricted 2500 BRIDGE FUND OF NEW YORK INC 271 MADISON AVE 907 NEW YORK NY 10016 N/A PC General & Unrestricted 15000 BROWN UNIVERSITY BOX 1976 PROVIDENCE RI 02912 N/A PC General & Unrestricted 25000 CARAMOOR CENTER FOR MUSIC & THE ARTS INC 149 GIRDLE RIDGE RD KATONAH NY 10536 N/A PC General & Unrestricted 120000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVE 3RD FL NEW YORK NY 10017 N/A PC General & Unrestricted 75000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVE 3RD FL NEW YORK NY 10017 N/A PC Guardianship of Stuyvesant Town 100000 COMMUNITY CENTER OF NORTHERN WESTCHESTER INC 84 BEDFORD RD KATONAH NY 10536 N/A PC General & Unrestricted 10000 DESTINATION 39 3 INC 60 ADAMS ST BEDFORD HILLS NY 10507 N/A PC Beautification of Katonah first and other hamlets 10000 DOROT INC 171 W 85TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 2500 EAST COAST ASSISTANCE DOGS INC 149 NEWFIELD RD TORRINGTON CT 06790 N/A PC General & Unrestricted 1000 FACING HISTORY AND OURSELVES 150 BROADWAY STE 2100 NEW YORK NY 10038 N/A PC General & Unrestricted 25000 FEEDING WESTCHESTER INC 200 CLEARBROOK RD ELMSFORD NY 10523 N/A PC General & Unrestricted 25000 FRIENDS OF JOHN JAY HOMESTEAD PO BOX 148 KATONAH NY 10536 N/A PC General & Unrestricted 1000 GEORGETOWN UNIVERSITY 2115 WISCONSIN AVE NW STE 500 WASHINGTON DC 20007 N/A PC Institute for Constitutional Advocacy and Protection 25000 GUIDING EYES FOR THE BLIND INC 611 GRANITE SPRINGS RD YORKTOWN HTS NY 10598 N/A PC General & Unrestricted 1000 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC HBS Fund for Leadership and Innovation 10000 HUMAN RIGHTS CAMPAIGN FOUNDATION 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 N/A PC General & Unrestricted 1000 ISRAAID US INC 9663 SANTA MONICA BLVD PMB 848 BEVERLY HILLS CA 90210 N/A PC General & Unrestricted 10000 JACOB BURNS FILM CENTER INC 405 MANVILLE RD 3RD FL PLEASANTVILLE NY 10570 N/A PC General & Unrestricted 10000 KATONAH FIRE DEPARTMENT 65 BEDFORD RD KATONAH NY 10536 N/A PC General & Unrestricted 1000 KATONAH MUSEUM OF ART INC 134 JAY ST KATONAH NY 10536 N/A PC General & Unrestricted 5000 KATONAH VILLAGE IMPROVEMENT SOCIETY INC PO BOX 263 KATONAH NY 10536 N/A PC General & Unrestricted 1000 KATONAH VILLAGE LIBRARY 26 BEDFORD RD KATONAH NY 10536 N/A PC General & Unrestricted 15000 KATONAH-BEDFORD HILLS VOLUNTEER AMBULANCE CORPS PO BOX 43 KATONAH NY 10536 N/A PC General & Unrestricted 1000 LEWISBORO LAND TRUST INC PO BOX 496 SOUTH SALEM NY 10590 N/A PC General & Unrestricted 1000 MUSIC MAKER RELIEF FOUNDATION INC PO BOX 1358 HILLSBOROUGH NC 27278 N/A PC General & Unrestricted 1000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC Immigrant Empowerment Campaign fund 250000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC Charitable Event 5000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC ReSET Westchester 1000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC Annual Appeal fund 100000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC Charitable Event 5000 NORTHERN WESTCHESTER HOSPITAL ASSOCIATION 400 EAST MAIN ST MOUNT KISCO NY 10549 N/A PC Rapid Access Area of the Emergency Department 25000 NORTHERN WESTCHESTER HOSPITAL ASSOCIATION 400 EAST MAIN ST MOUNT KISCO NY 10549 N/A PC Charitable Event 10000 PHYSICIANS FOR REPRODUCTIVE HEALTH INC PO BOX 35 HARTSDALE NY 10530 N/A PC General & Unrestricted 1000 PROSPECTS OPPORTUNITY AND ENRICHMENT INC 25 PROSPECT ST RIDGEFIELD CT 06877 N/A PC General & Unrestricted 1000 RIVERKEEPER INC 20 SECOR RD OSSINING NY 10562 N/A PC General & Unrestricted 2500 RUTGERS UNIVERSITY FOUNDATION PO BOX 193 NEW BRUNSWICK NJ 08903 N/A PC Economics department 1000 SCHWAB CHARITABLE FUND 9800 SCHWAB WAY LONE TREE CO 80124 N/A PC Jon & Nancy Bauer Fund 125000 SPCA OF WESTCHESTER INC 590 N STATE RD BRIARCLIFF NY 10510 N/A GOV General & Unrestricted 1000 STUYVESANT HIGH SCHOOL ALUMNI ASSOCIATION INC PO BOX 3531 NEW YORK NY 10008 N/A PC Stuy Prep program 2500 SUCCESS ACADEMY CHARTER SCHOOLS INC 95 PINE ST 6TH FL NEW YORK NY 10005 N/A PC General & Unrestricted 50000 THE ACTORS FUND OF AMERICA 729 7TH AVENUE 10TH FL NEW YORK NY 10019 N/A PC General & Unrestricted 2500 THE FRIENDS OF HILLTOP HANOVER FARM AND ENVIRONMEN 1271 HANOVER ST YORKTOWN HTS NY 10598 N/A PC Bus Funding for school trips 1725 THE FRIENDS OF HILLTOP HANOVER FARM AND ENVIRONMEN 1271 HANOVER ST YORKTOWN HTS NY 10598 N/A PC General & Unrestricted 5000 WESTCHESTER COMMUNITY CHRISTMAS DAY DINNER 52 QUICKS LN KATONAH NY 10536 N/A PC General & Unrestricted 1000 WESTCHESTER LAND TRUST INC 403 HARRIS RD BEDFORD HILLS NY 10507 N/A PC General & Unrestricted 5000 1114755 14 12554 14 253151 525990 5738 18 -32162 K-1 Inc/Loss 525990 -5336 14 640398 Federal Tax Refund 01 2890 402 876831 877233 false false false false false false false false false false PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(32,162) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $5,738 TOTAL PART I, LINE 6A: $(26,424) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $147,756 BOOK BASIS: $28,624 NET GAIN/(LOSS): $119,132 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(151,294) ALLIANCEBERSTEIN LG CAP GR ADV 208066 260183 BLACKROCK STRAT INC OPP PORTFO 372698 348381 DFA COMMODITY STRATEGY PORTFOL 384762 280761 DFA EMERGING MARKETS CORE EQ P 288884 297491 DFA INTERNATIONAL REAL ESTATE 120288 88456 DFA INTERNATIONAL SMALL CO POR 126516 132978 DFA LARGE CAP INTERNATIONAL PO 648001 757521 DFA REAL ESTATE SECURITIES POR 238310 238880 DFA U.S. SMALL CAP PORTFOLIO 703048 869300 DFA US LARGE COMPANY PORTFOLIO 1185419 1665803 DOUBLELINE SHILLER ENHANCED CA 1180141 1134848 DOUBLELINE TOTAL RETURN BOND 326372 271854 FULLER & THALER BEHAVIORAL SMA 331561 455323 GOLDMAN SACHS GQG PARTNERS INT 350353 492655 GQG PARTNERS EMERGING MARKETS 197829 213719 JPMORGAN VALUE ADVANTAGE INSTI 879780 916658 LOOMIS SAYLES ABSOLUTE STRATEG 230992 213888 METROPOLITAN WEST RETURN BOND 130248 110864 PIMCO INCOME FUND 322802 284803 RIVERNORTH DOUBLE LINE STRATEG 257839 215961 TCW EMERGING MARKETS INCOME FU 144094 117836 ABRAMS CAPITAL PARTNERS II, LP 2176652 2950202 CONTRARIAN CAPITAL FUND I LP 3392712 4199482 CONTRARIAN EMERGING MARKETS LP 1792594 2002663 LITESPEED PARTNERS LP 3035865 3488804 MOUNTAINEER PARTNERS, LP 3891480 4207050 Administrative Fees 69335 69335 K-1 Exp ABRAMS CAPITAL PARTNER 27128 25393 K-1 Exp CONTRARIAN CAPITAL FUN 28164 28164 K-1 Exp Contrarian Emerging Ma 20509 20509 K-1 Exp Mountaineer Partners, 102304 102304 State or Local Filing Fees 25 25 K-1 Inc/Loss ABRAMS CAPITAL PARTNERS II, LP 30591 35946 K-1 Inc/Loss CONTRARIAN CAPITAL FUND I LP 291201 291182 K-1 Inc/Loss Contrarian Emerging Markets LP 142621 142621 K-1 Inc/Loss LITESPEED PARTNERS LP 42453 42453 K-1 Inc/Loss Mountaineer Partners, LP 128196 128196 Federal Tax Refund 2890 Investment Management Services 35070 35070 990-PF Estimated Tax for 2023 9700 990-PF Extension for 2022 4300 990-T Income Tax for 2022 1400 Foreign Tax Paid 229 229