ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC (EIN 31-1535223)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-11
IRS object ID: 201241329349101904
Schema version: 2011v1.2
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
Investments Corp Stock Schedule
Land Etc Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-11T16:02:58-04:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GASSMAN & GOLODNY	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	9 EAST 40TH STREET 15TH FLOOR	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10016	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	311535223	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT&PATRICIA BAUMAN FAMILY FOUNDATION INC	BusinessNameLine1
Business Name Line2	C/O ROBERT P BAUMAN	BusinessNameLine2

Field	Value	IRS element (for citing)
In Care Of Name	% ROBERT P BAUMAN	InCareOfName
Name Control	ROBE	NameControl
Phone	7722250403	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6720 SE HARBOR CIRCLE	AddressLine1
City	STUART	City
State	FL	State
ZIP Code	34996	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROBERT BAUMAN	Name
Title	DIRECTOR	Title
Date Signed	2012-05-09	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEVEN M GOLODNY	Name
Phone	2122217067	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	12321407	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	26776	InterestOnSavingsRevAndExpnss
Dividends Rev And Expnss	201908	DividendsRevAndExpnss
Gross Rents Rev And Expnss	18333	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	18333	GrossRentsNetInvstIncm
Gross Rents Adj Net Incm	18333	GrossRentsAdjNetIncm
Net Rental Income Or Loss	-718	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	15228	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	389920	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	15228	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	262245	TotalRevenueAndExpenses
Total Net Investment Income	33561	TotalNetInvestmentIncome
Total Adjusted Net Income	18333	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	120000	CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss	4900	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4900	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	66838	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	66838	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	4150	TaxesRevAndExpnss
Taxes Net Invst Incm	4150	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	18731	DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss	4224	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	3904	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	218843	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	79792	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	622550	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	622550	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	841393	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	79792	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	622550	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-579148	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	18333	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	3377823	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1931595	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1931595	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	8789377	InvestmentsCorpStockBOY
Investments Corp Stock EOY	9721220	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	9721220	InvestmentsCorpStockEOYFMV
Investments Land Etc Basis	712277	InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc	43685	AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY	687323	InvestmentsLandEtcBOY
Investments Land Etc EOY	668592	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	668592	InvestmentsLandEtcEOYFMV
Total Assets BOY	12854523	TotalAssetsBOY
Total Assets EOY	12321407	TotalAssetsEOY
Total Assets EOYFMV	12321407	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	12854523	TotalNetAssetsBOY
Total Net Assets EOY	12321407	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	12854523	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	12321407	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	12854523	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-579148	ExcessOfRevenueOverExpenses
Other Increases	46032	OtherIncreases
Subtotal	12321407	Subtotal
Total Net Assets Fund Balances EOY	12321407	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAsset	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis
THRU ISHARES K-1	2011-12-31	1359	1359	1359
THRU ISHARES K-1	2011-12-31	13560	13560	13560
BNY MELLON	2011-02-28	1			2011-01-19	1
BNY MELLON	2011-04-15	375000	309	309	2006-05-17	374691

Field	Value	IRS element (for citing)
Capital Gain Net Income	15228	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	565000	QualifyingDistributionsYear1
Noncharitable Assets Year1	11984692	NoncharitableAssetsYear1
Distribution Ratio Year1	0.047143	DistributionRatioYear1
Qualifying Distributions Year2	459000	QualifyingDistributionsYear2
Noncharitable Assets Year2	11230084	NoncharitableAssetsYear2
Distribution Ratio Year2	0.040872	DistributionRatioYear2
Qualifying Distributions Year3	623910	QualifyingDistributionsYear3
Noncharitable Assets Year3	10677772	NoncharitableAssetsYear3
Distribution Ratio Year3	0.058431	DistributionRatioYear3
Qualifying Distributions Year4	697177	QualifyingDistributionsYear4
Noncharitable Assets Year4	13313314	NoncharitableAssetsYear4
Distribution Ratio Year4	0.052367	DistributionRatioYear4
Qualifying Distributions Year5	580427	QualifyingDistributionsYear5
Noncharitable Assets Year5	12941800	NoncharitableAssetsYear5
Distribution Ratio Year5	0.044849	DistributionRatioYear5
Total Distribution Ratio	0.243662	TotalDistributionRatio
Average Distribution Ratio	0.048732	AverageDistributionRatio
Net Noncharitable Assets	11419539	NetNoncharitableAssets
Adjusted Noncharitable Assets	556497	AdjustedNoncharitableAssets
One Percent Net Investment Income	0	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	556497	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	622550	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Subtotal	0	Subtotal
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	8000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	8000	TotalCreditsAndPayments
Overpayment	8000	Overpayment
Amount Credited To Next Year	8000	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	FL	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT P BAUMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	7722250403	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	6720 SE HARBOR CIRCLE	AddressLine1
City	STUART	City
State	FL	State
ZIP Code	34996	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Relying Curr Notice Disaster Asst1	X	RelyingCurrNoticeDisasterAsst1
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Relying Curr Notice Disaster Asst2	X	RelyingCurrNoticeDisasterAsst2
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
ROBERT BAUMAN
6720 SE HARBOR CIRCLE	STUART	FL	34996	DIRECTOR	0	0
JOHN BAUMAN
22 FOXBORO POINT	ESSEX	CT	06426	DIRECTOR	0	60000
ELIZABETH H BAUMAN
6 DOLLOFF FARM ROAD	EXETER	NH	03833	DIRECTOR	0	60000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	OHIO WESLEYAN UNIVERSITY 61 S SANDUSKY STREET DELAWARE, OH 43015	Description1
Expenses1	110000	Expenses1
Description2	HEARTWOOD COLLEGE 123 YORK STREET KENNEBUNK, ME 04043	Description2
Expenses2	96000	Expenses2
Description3	YALE NEW HAVEN CHILDREN'S HOSPITAL 20 YORK STREET, #106 NEW HAVEN, CT 06519	Description3
Expenses3	45000	Expenses3
Description4	FIRST TEE OF MAINE 58 VAL HALLA ROAD CUMBERLAND, ME 04021	Description4
Expenses4	41250	Expenses4

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NONE	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	9661846	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1931595	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	11593441	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	11593441	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	173902	CashDeemedCharitable
Net Noncharitable Assets	11419539	NetNoncharitableAssets
Minimum Investment Return	570977	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	570977	MinimumInvestmentReturn
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Total Tax	0	TotalTax
Distributable Amount Before Adj	570977	DistributableAmountBeforeAdj
Distributable Amount Before Ded	570977	DistributableAmountBeforeDed
Distributable Amount As Adjusted	570977	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	622550	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	622550	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	622550	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	570977	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2009	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2007	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	583000	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	700500	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	625500	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	0	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1909000	TotalExcessDistriCarryover
Qualifying Distributions	622550	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	570977	AppliedToCurrentYear
Remaining Distri From Corpus	51573	RemainingDistriFromCorpus
Total Corpus	1960573	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	583000	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1377573	ExcessDistriCyovToNextYear
Excess From Year4	700500	ExcessFromYear4
Excess From Year3	625500	ExcessFromYear3
Excess From Year2	0	ExcessFromYear2
Excess From Year1	0	ExcessFromYear1
Excess From Current Year	51573	ExcessFromCurrentYear

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

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (84 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
SEACOAST INTERFACE HOSPITALITY NETWORK
PO BOX 233	STRATHAM	NH	03885	NONE	EXEMPT	CHARITABLE -COMMUNITY WORK	$5,000
MAINE MEDICAL CENTER
22 BRAMHALL STREET	PORTLAND	ME	041029954	NONE	EXEMPT	CHARITABLE - HEALTH SERVICES	$5,000
BRICK STORE MUSEUM HERITAGE FUND
117 MAIN STREET	KENNEBUNK	ME	04043	NONE	EXEMPT	CHARITABLE- HISTORICAL	$1,000
FLORIDA OCEANOGRAPHIC SOCIETY
890 NE OCEAN BLVD	STUART	FL	349961627	NONE	EXEMPT	CHARITABLE - ENVIRONMENTAL	$1,000
MARTIN MEMORIAL FOUNDATION
PO BOX 9010	STUART	FL	349959958	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICE	$5,000
FRIENDS OF KAREN
PO BOX 190	PURDYS	NY	10578	NONE	EXEMPT	CHARITABLE- HEALTH SERVICES	$25,000
PROCTOR ACADEMY FAMILY OF FUNDS
PO BOX 389	ANDOVER	NH	032160389	NONE	EXEMPT	CHARITABLE- EDUCATIONAL	$10,000
SENIOR CENTER AT LOWER VILLAGE
175 PORT ROAD	KENNEBUNK	ME	04043	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICE	$1,000
AMERICAN RED CROSS
158 BROOKLAWN AVENUE	BRIDGEPORT	CT	06604	NONE	EXEMPT	CHARITABLE - HEALTH SERVICE	$5,000
WORLD WILDLIFE FUND
1250 24TH ST NW	WASHINGTON	DC	200371175	NONE	EXEMPT	CHARITABLE - ENVIRONMENTAL	$1,000
KBIA
262 BEACH AVENUE	KENNEBUNK	ME	04043	NONE	EXEMPT	CHARITABLE - ENVIRONMENTAL	$25,000
DANA FARBER CANCER INSTITUTE
DR STEVEN TREON	BROOKKLINE	MA	024457226	NONE	EXEMPT	CHARITABLE - HEALTH SERVICES	$20,000	10 BROOKLINE PLACE WEST
MOLLY'S HOUSE
430 SE OSCEOLA STREET	STUART	FL	34994	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$1,500
SAILFISH POINT FOUNDATION
2201 SE SAILFISH POINT BLVD	STUART	FL	34996	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$1,000
THE MILLER CENTER FOUNDATION
PO BOX 400406	CHARLOTTESVILLE	VA	04046	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$2,000
TRINITY CHAPEL
C/O HARTWELL BLANCHARD	BIDDEFORD	ME	04006	NONE	EXEMPT	CHARITABLE- RELIGIOUS	$1,000	PO BOX 272
SAFE SPACE
632 SE MONTEREY ROAD	STUART	FL	34994	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICES	$500
MAINE GOLF FOUNDATION
58 VAL HALLA ROAD	CUMBERLAND	ME	04021	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICE	$5,000
YALE NEW HAVEN ATTN PEDIATRICS DEPT
20 YORK STREET 106	NEW HAVEN	CT	06519	NONE	EXEMPT	CHARITABLE - HEALTH SERVICES	$45,000
CT STATE GOLF ASSOCIATION CO THE FIRST TEE CT
35 COLD SPRING ROAD 212	ROCKY HILL	CT	06067	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$2,000
NORWALK HOSPITAL FOUNDATION
34 MAPLE STREET	NORWALK	CT	06856	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$2,000
CHARCOT MARIE TOOTH ASSOCIATION
2700 CHESTNUT STREET	CHESTER	PA	19013	NONE	EXEMPT	CHARITABLE -HEALTH SERVICES	$5,000
ESSEX ELEMENTERY SCHOOL FOUNDATION
108 MAIN STREET	CENTERBROOK	CT	06409	NONE	EXEMPT	CHARITABLE- EDUCATIONAL SERVICE	$10,000
FAIRFIELD UNIVERSITY
1073 N BENSON ROAD	FAIRFIELD	CT	06824	NONE	EXEMPT	CHARITABLE-EDUCATIONAL	$1,000
EXETER HOSPITAL
5 ALUMNI DRIVE	EXETER	NH	03833	NONE	EXEMPT	CHARITABLE - HEALTH SERVICES	$5,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$10,000
SOCIETY OF CRITICAL CARE MEDICINE
500 MIDWAY DRIVE	MT PROSPECT	IL	60056	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$5,000
MGA-MGA FOUNDATION
49 KNOLLWOOD ROAD	ELMSFORD	NY	10523	NONE	EXEMPT	CHARITABLE- COMMUNITY SEERVICES	$2,000
CARE USA BOSTON
99 BISHOP ALLEN DRIVE 300	CAMBRIDGE	MA	02139	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVIES	$1,000
OHIO WESLEYAN UNIVERSITY
61 S SANDUSKY ST	DELAWARE	OH	43105	NONE	EXEMPT	CHARITABLE-EDUCATIONAL	$110,000
UNIVERSITY SCHOOL
2785 SOM CENTER RD	HUNTING VALLEY	OH	44022	NONE	EXEMPT	CHARITABLE-EDUCATIONAL	$1,000
THE LYRIC THEATER
59 SE FLAGLER AVE	STUART	FL	34994	NONE	EXEMPT	CHARITABLE-CULTURAL	$3,000
GRACE PRESBYTERIAN CHURCH
1875 NW BRITT ROAD	STUART	FL	34994	NONE	EXEMPT	CHARITABLE-RELIGIOUS	$5,000
BREAD OF LIFE MISSION ASSOC INC
1703 GRAY STREET	HOUSTON	TX	77002	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICE	$1,000
VISITING NURSES-KENNEBUNK
72 MAIN STREET	KENNEBUNK	ME	04043	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$1,000
WORLD HUNGER YEAR
505 8TH AVENUE	NEW YORK	NY	10018	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICES	$1,000
HORIZONS AT GREEN FARMS ACADEMY
35 BEACHSIDE AVENUE PO BOX 998	GREEN FARMS	CT	06838	NONE	EXEMPT	CHARITABLE-EDUCATIONAL	$1,000
THE SHORE LINE SOUP & KITCHENS
PO BOX 804	ESSEX	CT	06426	NONE	EXEMPT	CHARITABLE-COMMUNITY SEERVICES	$1,000
MASSACHUSETTES EYE AND EAR INFIRMARY
243 CHARLES STREET	BOSTON	MA	02114	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$15,000
VISITING NURSE SERVICES OF THE LOWER VALLEY
PO BOX 366	CENTERBROOK	CT	06426	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$1,000
UNITED WAY OF MARTIN COUNTY
PO BOX 362	STUART	FL	34995	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICE	$5,000
LADY OF SORROWS CATHOLIC CHURCH
14 PROSPECT STREET	ESSEX	CT	06426	NONE	EXEMPT	CHARITABLE-RELIGIOUS	$5,000
HEIFER'S INTERNATIONAL
216 WACHUSETT STRRET	RUTLAND	MA	01543	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICE	$1,000
EASTER SEALS
555 AUBURN STREET	MANCHESTER	NH	03103	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICE	$4,000
LIBRARY FOUNDATION OF MARTIN COUNTY
2351 SE MONTERRY ROAD	STUART	FL	34996	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICE	$3,300
FAMILIES FIRST
333 BORTHWICK AVENUE	PORTSMOUTH	NH	03801	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$5,000
AMERICAN INDEPENDENCE MUSEUM-EXETER
1 GOVERNORS LANE	EXETER	NH	03833	NONE	NONE	CHARITABLE-CULTURAL	$2,000
CHRIST CHURCH
43 PINE STREET	EXETER	NH	03833	NONE	EXEMPT	CHARITABLE-RELIGIOUS	$1,000
YMCA-SQUAMSCOTT COMMUNITY COMMONS
PO BOX 521	EXETER	NH	03833	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICES	$5,000
THE SMILE TRAIN
41 MADISON AVENUE - 28TH FLOOR	NEW YORK	NY	10010	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$5,000
ROCKINGHAM NUTRITION & MEALS ON WHEELS
106 NORTH ROAD	BRENTOWOOD	NH	03833	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICE	$4,000
AUTISM SPEAKS
2 PARK AVENUE	NEW YORK	NY	10016	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$2,000
FRIENDS OF COCOONS DAY SCHOOL
35 HEATH ROAD	KENNEBUNK	ME	04043	NONE	EXEMPT	CHARITABLE-EDUCATIONAL	$3,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE	NEW YORK	NY	10001	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$2,500
THE BIDDEFORD FREE CLINIC
189 ALFRED STREET	BIDDEFORD	ME	04005	NONE	EXEMPT	CHARITABLE-HEALTH SERVICES	$1,000
ESSEX GARDEN CLUB
PO BOX 385	CENTERBROOK	CT	06409	NONE	EXEMPT	CHARITABLE-CULTURAL	$1,000
TEEN CHALLENGE NEW ENGLAND
86 SPRING STREET	NEW HAVEN	CT	06519	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICES	$1,000
KENNEBUNKPORT CONSERVATION TRUST
PO BOX 7004	CAPE PORPOISE	ME	04041	NONE	EXEMPT	CHARITABLE-ENVIRONMENTAL	$1,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREET	PORTLAND	ME	04101	NONE	EXEMPT	CHARITABLE-COMMUNITY SERVICES	$2,000
KENNEBUNK EDUCATION FOUNDATION
PO BOX 1531	KENNEBUNKPORT	ME	04046	NONE	EXEMPT	CHARITABLE-EDUCATIONAL	$12,000
RICHARD MCCOSTIS MEMORIAL FUND DBALTC-MSF
106 MAIN STREET	LUDLOW	VT	05159	NONE	EXEMPT	CHARITABLE	$3,000
GREAT BAY KIDS
13 SCHOOL STREET	EXETER	NH	03833	NONE	EXEMPT	CHARITABLE - EDUCATIONAL	$2,000
LINCOLN STREET ELEMENTRY SCHOOL
23 LINCOLN STREET	EXETER	NH	03833	NONE	EXEMPT	CHARITABLE - EDUCATIONAL	$5,000
BIG HEART BRIGADE OF THE TREASURE COAST INC
PO BOX 21	STUART	FL	34995	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICE	$1,000
HEARTWOOD COLLEGE
123 YORK STREET	KENNEBUNK	ME	04043	NONE	EXEMPT	CHARITABLE - EDUCATIONAL	$96,000
PACIFIC LEGAL FOUNDATION
3900 LENNANE DRIVEE	SACRAMENTO	CA	958341909	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICE	$2,000	SUITE 200
CHILDREN'S MUSUEM OF THE TREASURE COAST
1706 NE INDIAN RIVER DRIVE	JENSEN BEACH	FL	34957	NONE	EXEMPT	CHARITABLE - CULTURAL	$1,000
THE FIRST TEE MAINE
58 VAL HALLA ROAD	CUMBERLAND	ME	04021	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$41,250
ESSEX LIBRARY
33 WEST AVENUE	ESSEX	CT	06426	NONE	EXEMPT	CHARITABLE - EDUCATIONAL	$1,000
ESSEX HISTORICAL SOCIETY
22 PROSPECT STREET	ESSEX	CT	06426	NONE	EXEMPT	CHARITABLE - CULTURAL	$1,000
ESSEX BASKETBALL COURT
29 PROSPECT STREET	ESSEX	CT	06426	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$10,000
TUESDAY'S CHILDREN
390 PLANDOME ROAD	MANHASSETT	NY	10030	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$5,000
RIPPLEEFFECT CAMP
PO BOX 441	PORTLAND	ME	04112	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$500	FISH PIER THE MARINE TRADE
SMMC
PO BOX 626	BIDDEFORD	ME	040059923	NONE	EXEMPT	CHARITABLE	$1,000
UNITED WAY OF YORK COUNTY
LEADERSHIP CIRCLE OF GIVING	KENNEBUNK	ME	040430727	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$5,000	PO BOX 727
PHI GAMMA DELTA
PO BOX 4599	LEXINGTON	KY	405449986	NONE	EXEMPT	CHARITABLE	$1,000
LAUDHOLM TRUST
LAUDHOLM FARM ROAD	WELLS	ME	04090	NONE	EXEMPT	CHARITABLE	$1,000
HOSPICE OF SOUTHERN MAINE
901 WASHINGTON AVE STE 104	PORTLAND	ME	04103	NONE	EXEMPT	CHARITABLE - HEALTH SERVICES	$1,000
FARMSTEAD OF NEW ENGLAND INC
213 CENTER ROAD	HILLSBOROUGH	NH	03244	NONE	EXEMPT	CHARITABLE	$5,000
BIG BROTHERSBIG SISTERS OF THE GREATER SEACOAST
4 GREENLEAF WOODS	PORTSMOUTH	NH	03801	NONE	EXEPMT	CHARITABLE - COMMUNITY SERVICES	$5,000
TREASURE COAST HOSPICE
1201 SE INDIAN STREET	STUART	FL	34997	NONE	EXEMPT	CHARITABLE	$1,000
WEBHANNET CHARITABLE FOUNDATION
PO BOX 362	KENNEBUNK	ME	04043	NONE	EXEMPT	CHARITABLE	$22,000
WILLIAM HUNT MEMORIAL FUND
399 BISHOPS HIGHWAY	KINGSTON	MA	02364	NONE	EXEMPT	CHARITABLE - EDUCATIONAL	$2,000
THE RESOURCE & CRISIS CENTER OF GALVESTON COUNTY
1802 BROADWAY STE 122	GALVENSTON	TX	77550	NONE	EXEMPT	CHARITABLE - COMMUNITY SERVICES	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	622550	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments
Int On Savings And Temp Cash Invst		IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$228,684	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	-$718	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$15,228	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$243,194	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	243194	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	GASSMAN & GOLODNY	Category
Amount	$4,900	Amount
Net Investment Income	4900	NetInvestmentIncome

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (3 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Computation MethodComputationMethod	Prior Years DepreciationPriorYearsDepreciation	Current Year ExpenseCurrentYearExpense
LAND	2009-09-04	69907	L
BUILDING	2009-09-04	629163	M39	20844	16132
OIL BURNER	2009-12-03	13207	M7	4110	2599

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	BANK OF NY INVESTMENTS	NameOfStock
EOY Book Value	9721220	EOYBookValue
EOYFMV	9721220	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
REPAIRS	70	70
INSURANCE	2794	2794
BNY INVESTMENT EXPENSES	14	14
MISC EXP THRU ISHARES K-1	1026	1026
Rent and Royalty Expense	320

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAINS	Description
Amount	$46,032	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	BANK OF NY INVESTMENT MGMT FEE	Category
Amount	$66,838	Amount
Net Investment Income	66838	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	Category
Amount	$4,150	Amount
Net Investment Income	4150	NetInvestmentIncome

ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (84 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

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