2025-11-04T14:27:41-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 203448306 Bauer Family Foundation % Foundation Source BAUE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jon R Bauer President 8008391754 2025-10-26 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 29376578 X 0 X 25777 25777 295055 295055 3542155 19045206 3540362 634985 641889 4497972 4503083 0 54496 54496 16846 46 272838 201899 70707 344180 256441 70707 1243530 1243530 1587710 256441 1314237 2910262 4246642 0 446456 969999 969999 8628003 12322132 11794598 14289303 12981893 16611981 23363762 26274024 29376578 0 0 X 23363762 26274024 23363762 26274024 23363762 26274024 23363762 2910262 26274024 26274024 Publicly-traded Securities 15151271 12762586 2388685 2388685 Passthrough K1 Capital Gain/(Loss) 747582 HOLDBACK - LITESPEED P 2024-03-12 2024-04-17 353994 353944 50 50 LITESPEED PARTNERS LP P 2013-01-02 2024-03-12 3539941 3135896 404045 404045 3540362 59028 59028 59028 24300 0 35400 59700 X 0 672 672 false false false false false true true false true true DE true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 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 SUITE 302 Fairfield CT 06824 Administrative 70682 12265082 893930 16695924 29854936 0 29854936 447824 29407112 1470356 1470356 59028 59028 1411328 1411328 1411328 1314237 0 0 0 0 1314237 1411328 1294754 1314237 1294754 19483 0 0 1391845 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 STE 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 PO BOX 816 KATONAH NY 10536 N/A PC General & Unrestricted 175000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVE 3RD FL NEW YORK NY 10017 N/A PC General & Unrestricted 65000 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 Community Center expansion capital campaign 50000 DONOR ADVISED CHARITABLE GIVING PO BOX 2430 OMAHA NE 68103 N/A PC Jon & Nancy Bauer FUND 346000 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 10000 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 100000 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 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 10 OLD VILLAGE LN 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 LATINO U COLLEGE ACCESS 75 VIRGINIA RD WHITE PLAINS NY 10603 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 Charitable Event 9000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC Paddle raise FUND 5000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC Annual appeal 100000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC Charitable Event 10000 NORTHERN WESTCHESTER HOSPITAL ASSOCIATION 400 EAST MAIN ST MOUNT KISCO NY 10549 N/A PC NWH child and adolescent mental health initiative 10000 PROSPECTS OPPORTUNITY AND ENRICHMENT INC 25 PROSPECT ST RIDGEFIELD CT 06877 N/A PC General & Unrestricted 1000 RECORDER NEWS INC 282 KATONAH AVE 186 KATONAH NY 10536 N/A PC General & Unrestricted 5000 REHABILITATION THROUGH THE ARTS INC 735 ANDERSON HILL RD PURCHASE NY 10577 N/A PC General & Unrestricted 5000 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 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 Stuyvesant class of 73 50-for-50 Campaign 10000 SUCCESS ACADEMY CHARTER SCHOOLS INC 95 PINE ST 6TH FL NEW YORK NY 10005 N/A PC General & Unrestricted 50000 TEMPLE SHAARAY TEFILA OF WESTCHESTER 89 BALDWIN RD BEDFORD CORS NY 10549 N/A PC General & Unrestricted 25000 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 General & Unrestricted 7500 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 WOLF CONSERVATION CENTER INC PO BOX 421 SOUTH SALEM NY 10590 N/A PC General & Unrestricted 2500 1243530 14 25777 14 295055 525990 1793 18 3540362 K-1 Inc/Loss 525990 -10651 14 641889 Federal Tax Refund 01 3747 -8858 4506830 4497972 false false false false false false false false false false 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): $3,540,362 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1,793 TOTAL PART I, LINE 6A: $3,542,155 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $15,151,271 BOOK BASIS: $12,762,586 NET GAIN/(LOSS): $2,388,685 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $747,582 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $3,893,935 BOOK BASIS: $3,489,840 NET GAIN/(LOSS): $404,095 ARTISAN INTERNATIONAL VALUE FU 704693 674609 ARTISAN THEMATIC FUND CL ADVIS 1662158 1419100 BAILLIE GIFFORD INTERNATIONAL 479061 421574 BAIRD CORE PLUS BD FD INSTI CL 201003 196113 DIAMOND HILL SHORT DUR TOT RET 100532 100331 DOUBLELINE TOTAL RETURN BOND 294998 282977 INVESCO AEROSPACE & DEFENSE ET 400927 384335 INVESCO KBW BANK 499867 468429 INVESCO S&P 500 EQUAL WEIGHT E 1150348 1087828 ISHARES BARCLAYS 0-5 YR TIPS 125211 124667 ISHARES RUSSELL 2000 449958 416731 ISHARES TR S & P MIDCAP 400 IN 200783 213036 KRANESHARES CLRN CRB ALW 149508 149897 RIVER CANYON TOTAL RETURN BOND 100998 99307 SCHWAB US AGGREGATE BOND INDEX 246585 246025 VANGUARD FTSE DEVELOPED MARKET 249951 235753 VANGUARD FTSE EMERGING MARKETS 550111 522358 VANGUARD GOVT BOND ETF INTERME 250025 245746 VANGUARD S&P 500 ETF 3274363 3275458 WISDOMTREE FLOATING RATE TREAS 1231052 1230324 ABRAMS CAPITAL PARTNERS II, LP 2187401 3790987 AUDAX SENIOR LOAN FUND I (OFFS 650000 650000 CONTRARIAN CAPITAL FUND I LP 3868888 5063355 CONTRARIAN EMERGING MARKETS LP 1910279 2675260 MOUNTAINEER PARTNERS, LP 4365325 4432379 Administrative Fees 70682 70682 Bank Charges 50 50 K-1 Exp ABRAMS CAPITAL PARTNER 33524 33292 K-1 Exp CONTRARIAN CAPITAL FUN 28098 28098 K-1 Exp Contrarian Emerging Ma 15756 15756 K-1 Exp Mountaineer Partners, 124703 124703 State or Local Filing Fees 25 25 K-1 Inc/Loss ABRAMS CAPITAL PARTNERS II, LP 26079 36730 K-1 Inc/Loss CONTRARIAN CAPITAL FUND I LP 288481 288481 K-1 Inc/Loss Contrarian Emerging Markets LP 174179 174179 K-1 Inc/Loss LITESPEED PARTNERS LP 20846 20846 K-1 Inc/Loss Mountaineer Partners, LP 121653 121653 Federal Tax Refund 3747 Investment Management Services 54496 54496 990-PF Estimated Tax for 2024 14600 990-PF Extension for 2023 2200 Foreign Tax Paid 46 46