BAYNE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BAYNE FOUNDATION INC (EIN 46-1579882)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202431319349100418
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T07:46:14+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 461579882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bayne Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYN | BusinessNameControlTxt |
| Phone | 4068625848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 Whitefish Hills Drive | AddressLine1Txt |
| City | Whitefish | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A BAYNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4068625848 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BAYNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | Voula Spyridis | PreparerPersonNm |
| PTIN | P01795600 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
| 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 | $5,396,236 | 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 | $249,440 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $76,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,873 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $5,173 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $375,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | 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 | $0 | 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 | $17,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,806 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,269 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,836 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,274 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,274 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,836 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,070 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$2,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,760 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,482,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,547,802 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,358,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,480,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,585,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,396,236 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,480,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,585,562 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,480,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,585,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,480,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,585,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,480,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $180,638 | OtherIncreasesAmt |
| Subtotal | $2,802,561 | SubtotalAmt |
| Other Decreases | $216,999 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,585,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | $163,764 | $137,871 | $25,893 | $0 | $25,893 |
| Capital Gains Dividends | $18,980 | $18,980 | $0 | $18,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,873 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,502 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,502 | SubtotalAmt |
| Tax Based On Investment Income | $1,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,796 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,796 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,294 | OverpaymentAmt |
| Applied To ES Tax | $1,294 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| 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 |
| Website Address | THEBAYNEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 4068625848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WHITEFISH HILLS DR | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | 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 |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| William A BAYNE | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR, PRESIDENT | 2.500 | $0 | $0 | $0 |
| ELIZABETH G BAYNE | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR, TREASURER, AND SECRETARY | 2.500 | $0 | $0 | $0 |
| PATRICK M COGAN | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR | 1.250 | $0 | $0 | $0 |
| BRITTNEY COGAN | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR | 1.250 | $0 | $0 | $0 |
| MACKENZIE E BAYNE | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR | 1.250 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEEDS OF CARING - DONATION OF GOODS IN SUPPORT OF SEEDS OF CARING SERVICE PROJECT. SEEDS OF CARING ENGAGES CHILDREN AGES 2-12 THROUGH A VARIETY OF SERVICE, SOCIAL ACTION, AND COMMUNITY BUILDING EXPERIENCES. | Description1Txt |
| Expenses1 | $214 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,813,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,829,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,829,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,756,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,502 | TotalTaxAmt |
| Distributable Before Adj | $236,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,173 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $241,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,814 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $217,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $211,702 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,814 | QualifyingDistributionsAmt |
| Applied To Year1 | $211,702 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $235,405 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM A BAYNE DIRECTOR | ContributingManagerNm |
| Contributing Manager | ELIZABETH G BAYNE DIRECTOR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BAYNE FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WHITEFISH HILLS DR | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4068625848 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE VISIT THEBAYNEFOUNDATION.COM/DISCRETIONARY-GRANT-REQUESTS FOR ADDITIONAL INFORMATION AND INSTRUCTIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | EACH INQUIRY AND APPLICATION REQUEST WILL BE REVIEWED UPON SUBMISSION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BAYNE FOUNDATION PROVIDES DISCRETIONARY GRANTS TO CHARITABLE ORGANIZATIONS FOR PROJECTS WITHIN THE UNITED STATES OF AMERICA WHICH ADVANCE PRINCIPLES OF LIBERTY AND CHARITABLE GIVING. SUCH CHARITABLE ORGANIZATIONS MUST BE NON-FOR-PROFIT WITH A VALID TAX EXEMPTION STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND MUST BE CLASSIFIED AS PUBLIC CHARITIES UNDER SECTIONS 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE. THE BAYNE FOUNDATION DOES NOT PROVIDE FINANCIAL SUPPORT TO RELIGIOUS, POLITICAL, OR FRATERNAL ORGANIZATIONS. GRANTS ARE PROVIDED ON AN INDIVIDUAL BASIS, AT THE DISCRETION OF THE BAYNE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Angel Flight | ||||||
| 3161 Donald Douglas Loop S | Santa Monica | CA | 90405 | PC | General Support | $2,652 |
| Cato Institute | ||||||
| 1000 Massachusetts Avenue | Washington | DC | 20001 | PC | General Support | $29,929 |
| Code Girls United | ||||||
| 1203 Highway 2 Ste 31 | Kalispell | MT | 59901 | PC | General Support | $5,163 |
| Samaritan House | ||||||
| 4031 Pacific Boulevard Third Floor | SAN MATEO | CA | 94403 | PC | General Support | $5,163 |
| Flathead Warming Center | ||||||
| PO Box 7142 | Kalispell | MT | 59904 | PC | General Support | $9,958 |
| Institute for Justice | ||||||
| 901 N Glebe Road Suite 900 | Arlington | VA | 22203 | PC | General Support | $29,929 |
| K9s for Warriors | ||||||
| 114 Camp K9 Rd | Ponte Vedra | FL | 32081 | PC | General Support | $2,273 |
| Nationwide Children's Hospital | ||||||
| 1 Inventa Place 6th Floor | Silver Spring | MD | 20910 | PC | General Support | $15,154 |
| North Valley Food Bank | ||||||
| 251 Flathead Avenue | Whitefish | MT | 59937 | PC | General Support | $2,597 |
| Northwest Veterans Food Pantry | ||||||
| 1349 HWY 2 East | Kalispell | MT | 59901 | PC | General Support | $5,193 |
| Samaritan House | ||||||
| PO Box 592 124 9th Avenue W | Kalispell | MT | 59903 | PC | General Support | $5,226 |
| Seeds of Caring | ||||||
| 325 Piedmont Road | Colombus | OH | 43214 | PC | General Support | $10,161 |
| The Columbus Foundation | ||||||
| 1234 East Broad Street | Columbus | OH | 43205 | PC | Adaptive Sports Connection | $15,242 |
| The Ohio State University Foundation | ||||||
| 14 E 15th Ave | Columbus | OH | 43201 | PC | James Cancer Research Hospital | $5,304 |
| Whitefish Community Foundation | ||||||
| PO BOX 1060 | Whitefish | MT | 599371060 | PC | General Support | $60,468 |
| Camp Mak-A-Dream | ||||||
| 727 Camp Mak-A-Dream Road | Gold Creek | MT | 59733 | PC | General Support | $250 |
| Free Cycles | ||||||
| 734 S 1st St W | Missoula | MT | 59733 | PC | General Support | $500 |
| Gildas Club Twin Cities | ||||||
| 10560 WAYZATA BLVD | Minnetonka | MN | 553051511 | PC | General Support | $412 |
| MikeRowe Works Foundation | ||||||
| 1207 4th St PH3 | Santa Monica | CA | 90401 | PC | General Support | $1,000 |
| Missoula Food Bank & Community Center | ||||||
| 1720 Wyoming St | Missoula | MT | 59801 | PC | General Support | $3,000 |
| National Children's Hospital | ||||||
| 1 Inventa Place 6th Floor | Silver Spring | MD | 20910 | PC | General Support | $150 |
| Pelotonia | ||||||
| 450 W BROAD ST | Columbus | OH | 432152760 | PC | General Support | $1,000 |
| Sisters in Shelter | ||||||
| PO Box 384 | Tiffin | OH | 44830 | PC | General Support | $2,000 |
| St Cecilia Music Center | ||||||
| 24 RANSOM AVE NE | Grand Rapids | MI | 495033217 | PC | General Support | $300 |
| The ALS Association | ||||||
| 1300 Wilson Boulevard Suite 600 | Arlington | VA | 22209 | PC | General Support | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,274 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,033 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,873 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recoveries of grants paid | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $5,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,079 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM A BAYNE REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4610 STOCKPORT CIRCLE | AddressLine1Txt |
| City | Dublin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $249,440 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,292 Apple Inc Shares | NoncashPropertyDesc |
| Fair Market Value | $249,440 | FairMarketValueAmt |
| Received | 2023-12-29 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON-CASH GRANTS PAID | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part I, Line 25 | FormAndLineReferenceDesc |
| Medium Explanation | DATE: 9/14/23 RECIPIENT: SEEDS OF CARING BASIS: 1,357 FMV: 10,161 DATE: 9/14/23 RECIPIENT: THE COLUMBUS FOUNDATION BASIS: 2,035 FMV: 15,242 DATE: 11/29/23 RECIPIENT: THE OHIO STATE UNIVERSITY FOUNDATION BASIS: 633 FMV: 5,304 DATE: 11/29/23 RECIPIENT: ANGEL FLIGHT BASIS: 317 FMV: 2,652 DATE: 11/29/23 RECIPIENT: CATO INSTITUTE BASIS: 3,573 FMV: 29,929 DATE: 11/29/23 RECIPIENT: INSTITUTE FOR JUSTICE BASIS: 3,573 FMV: 29,929 DATE: 11/29/23 RECIPIENT: NATIONWIDE CHILDREN'S HOSPITAL BASIS: 1,809 FMV: 15,154 DATE: 11/30/23 RECIPIENT: K9'S FOR WARRIORS BASIS: 271 FMV: 2,273 DATE: 12/6/23 RECIPIENT: CODE GIRLS UNITED BASIS: 633 FMV: 5,163 DATE: 12/6/23 RECIPIENT: SAMARITAN HOUSE BASIS: 633 FMV: 5,163 DATE: 12/6/23 RECIPIENT: FLATHEAD WARNING CENTER BASIS: 1,221 FMV: 9,958 DATE: 12/7/23 RECIPIENT: NORTH VALLEY FOOD BANK BASIS: 317 FMV: 2,597 DATE: 12/7/23 RECIPIENT: NORTHWEST VETERANS FOOD PANTRY BASIS: 633 FMV: 5,193 DATE: 12/19/23 RECIPIENT: SAMARITAN HOUSE BASIS: 633 FMV: 5,226 DATE: 12/19/23 RECIPIENT: WHITEFISH COMMUNITY FOUNDATION BASIS: 7,327 FMV: 60,468 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Select Health Care | $42,710 | $54,107 |
| Fidelity Overseas | $193,292 | $240,713 |
| Cohen & Steers Pref Securities Income I | $0 | $0 |
| T ROWE PRICE HEALTH SCIENCES | $225,021 | $383,837 |
| BLACKROCK TOTAL RETURN INSTITUTIONAL | $147,558 | $121,820 |
| LOOMIS SAYLES BOND RETAIL SHARES | $157,077 | $152,837 |
| FIDELITY MSCI INFORMATION | $29,996 | $63,949 |
| Ishares Trust MSCI EMG MKTS ETF | $108,621 | $141,499 |
| ISHARES MSCI EAFE ETF | $279,700 | $336,513 |
| Ishares Core S&P Mid Cap ETF | $0 | $0 |
| Ishares Russell 1000 Growth ETF | $48,602 | $228,287 |
| Ishares Russell 2000 ETF | $274,875 | $581,457 |
| Ishares Edge MSCI USA Quality | $80,250 | $116,682 |
| ISHARES TR CORE MSCI TOTAL | $35,023 | $36,685 |
| ISHARES TR ESG AWARE MSCI USA ETF | $168,543 | $247,296 |
| SPDR S&P500 ETF TRUST TRUST UNIT | $142,421 | $420,174 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | $59,996 | $57,405 |
| ISHARES CORE S&P MID-CAP ETF | $76,745 | $129,983 |
| ISHARES TREASURY FLOATING RA | $49,348 | $49,158 |
| ISHARES TR US TREAS BD ETF | $49,328 | $50,089 |
| VANGUARD WHITEHALL FDS HIGH DIV YLD | $160,086 | $157,398 |
| APPLE INC | $85,484 | $715,441 |
| HCA HEALTHCARE INC COM | $41,145 | $284,214 |
| MICROSOFT CORP | $91,981 | $788,932 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Cost Basis Adjustment | $0 |
| Adjustment to Basis of Contributed Stock | $216,999 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Seeds of Caring expenses | $214 | $0 | $214 |
| Website Fees | $57 | $0 | $57 |
| Bank Fees | $30 | $30 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recoveries of grants paid | Desc |
| Revenue And Expenses Per Books | $5,173 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WRITE-UP TO FAIR MARKET VALUE - STOCK DONATED | Desc |
| Amt | $180,638 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting fees | CategoryTxt |
| Amt | $17,075 | Amt |
| Net Investment Income | $12,806 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,269 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $3,000 | Amt |