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Nonprofit · EIN 14-6216533

BAHL FOUNDATION TR

Also known as BAHL TRACY L TTEE

Tax-exempt · MIAMI BEACH, FL 33130

Financials

$0$02023$10K$10K2024$21K$16K2025
Revenue Expenses · by fiscal year end
Financials of BAHL FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,250$15,953$5,297$5,255$0$5,255
December 31, 2024990-PF$9,719$9,669$50$134$176-$42
December 31, 2023990-PF$0$0$0$84$176-$92
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$21,250

Expenses

Grants and similar amounts paid
$14,753
Disbursements for charitable purposes
$14,753

Balance sheet and other

Total assets, start of year
$134
Total assets, end of year
$5,255
Total liabilities, end of year
$0
Net assets, end of year
$5,255
Fair market value of assets
$5,255
Qualifying distributions
$14,753

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRACY L BAHL
C/O WEWORK 78 SW 7 STREET, MIAMI BEACH, FL 33130
TRUSTEE1$0
PENNY BAILEY
C/O WEWORK 78 SW 7 STREET, MIAMI BEACH, FL 33130
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
TRACY L BAHL
C/O WEWORK 78 SW 7 STREET, MIAMI BEACH, FL 33130
TRUSTEE1$0
PENNY BAILEY
C/O WEWORK 78 SW 7 STREET, MIAMI BEACH, FL 33130
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
TRACY L BAHL
C/O WEWORK 78 SW 7 STREET, MIAMI BEACH, FL 33130
TRUSTEE0$0
PENNY BAILEY
C/O WEWORK 78 SW 7 STREET, MIAMI BEACH, FL 33130
DIRECTOR0$0

Address and contacts

Address (IRS master file)
78 SW 7 STREET, MIAMI BEACH, FL 33130-3402
In care of
% PENNY BAILEY EXEC DIRECTOR
Signed the 990-PF
TRACY L BAHL, TRUSTEE
Phone
(646) 275-6063
Return prepared by
BENITEZ & COMPANY CPAS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
14-6216533
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,255
Income (IRS master file)
$21,250

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,250$15,953$5,255XML
990-PFDecember 2024$9,719$9,669$134XML
990-PFDecember 2023$0$0$84XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-6216533).

Questions about BAHL FOUNDATION TR

What is the EIN of BAHL FOUNDATION TR?
The employer identification number (EIN) of BAHL FOUNDATION TR is 14-6216533.
Is BAHL FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to BAHL FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAHL FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BAHL FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAHL FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BAHL FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does BAHL FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,250, expenses of $15,953 and total assets of $5,255 at year end.

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