BETA

GERI BAUER FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GERI BAUER FOUNDATION INC (EIN 13-4091905)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-05-24
IRS object ID
202311449349100336
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-24T15:30:18-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MARKS PANETH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line188 FROEHLICH FARM BOULEVARDAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134091905EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GERI BAUER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O GERI BAUERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGERIBusinessNameControlTxt
Phone6315377769PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1737AddressLine1Txt
CityBRIDGEHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11932ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERI BAUERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6315377769PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGERIPersonFirstNm
Person LastBAUERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKURT KIESSPreparerPersonNm
PTINP00216949PTIN
Phone5169925900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$115,000ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$115,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$127,525TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$127,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,525ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,972CashBOYAmt
Cash EOY$15,447CashEOYAmt
Cash EOYFMV$15,447CashEOYFMVAmt
Total Assets BOY$27,972TotalAssetsBOYAmt
Total Assets EOY$15,447TotalAssetsEOYAmt
Total Assets EOYFMV$15,447TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$27,972RetainedEarningBOYAmt
Retained Earning EOY$15,447RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,447TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,447TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,525ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,447SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,447TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGERI BAUERIndividualWithBooksNm
Phone6315377769PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1737AddressLine1Txt
CityBRIDGEHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11932ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERI BAUER
PO BOX 1737BRIDGEHAMPTONNY11932DIRECTOR AND PRESIDENT1.00$0$0$0
ZYLFIJE MUHAREMOVIC
41 RAILROAD AVENUEEAST MORICHESNY11940TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,896AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$49,896TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$49,896AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$748CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,148NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,457MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,457DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,457DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,457DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$127,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$127,525QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,457DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,669ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$304,243ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,202ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$97,730ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$136,158ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$634,002TotalExcessDistributionCyovAmt
Qualifying Distributions$127,525QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,457AppliedToCurrentYearAmt
Remaining Distri From Corpus$125,068RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$759,070TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$37,669ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$721,401ExcessDistriCyovToNextYrAmt
Excess From Year4$304,243ExcessFromYear4Amt
Excess From Year3$58,202ExcessFromYear3Amt
Excess From Year2$97,730ExcessFromYear2Amt
Excess From Year1$136,158ExcessFromYear1Amt
Excess From Current Year$125,068ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERI BAUERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AARP
601 E STREET NWWASHINGTONDC20049PCAID EFFORTS OF THE CORONAVIRUS CRISIS$3,000
ALZHEIMER'S DISEASE RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871PCALZHEIMER'S RESEARCH$5,000
BRIDGEHAMPTON FIRE DEPT
BOX 1280BRIDGEHAMPTONNY11932PCPROVIDES FIRE SERVICE TO PUBLIC$1,000
CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION INC DBA CENTER FOR GREAT
PO BOX 488WAUCHULAFL33873PCTO HELP ENSURE THE HEALTH, SAFETY AND WELL-BEING OF ORANGUTANS AND CHIMPANZEES$2,000
CITYMEALS ON WHEELS
355 LEXINGTON AVE 3NEW YORKNY10017PCPROVIDE MEALS TO SENIOR CITIZENS$14,000
HIGH COUNTY NEWS
119 GRAND AVENUE PO BOX 1090PAONIACO81428PCSUPPORT OF INDEPENDENT JOURNALISM$2,000
HSS FOUNDATION
535 EAST 70TH STREETNEW YORKNY10021PCMEDICAL RESEARCH$50,000
QUEEN OF MOST HOLY ROSARY
2350 MONTAUK HIGHWAYBRIDGEHAMPTONNY11932PCGENERAL SUPPORT FOR RELIGIOUS ACTIVITIES.$2,000
RAILS TO TRAILS CONSERVANCY
2121 WARD COURT NW 5TH FLOORWASHINGTONDC20037PCGENERAL SUPPORT$3,000
THE RETREAT
13 GOODFRIEND DREAST HAMPTONNY11937PCSUPPORT FOR DOMESTIC ABUSE VICTIMS$8,000
THE SALVATION ARMY GREATER NEW YORK DIVISION
120 W 14TH STNEW YORKNY10011PCTO PROVIDE FOOD AND SUPPORT TO THOSE IN NEED$3,000
TURTLE RESCURE OF THE HAMPTONS
111 MANOR LNJAMESPORTNY11947PCTO HELP WITH THE RESCUE, REHABILITATION AND RELEASE OF TURTLES$3,000
WNET
825 EIGHTH AVENUENEW YORKNY10019PCGENERAL SUPPORT OF LOCAL PUBLIC MEDIA$13,000
BRENNAN CENTER FOR JUSTICE
120 BROADWAY SUITE 1750NEW YORKNY10271PCGENERAL SUPPORT$10,000
ST JUDES
501 ST JUDE PLACEMEMPHISTN38105PCCANCER RESEARCH$5,000
LONG ISLAND CARES INC
10 DAVIDS DRIVEHAUPPAUGENY11788PCGENERAL SUPPORT$1,000
HAMPTONS TAKE 2 DOCUMENTARY FILM FESTIVAL INC
PO BOX 915BRIDGEHAMPTONNY11932PCSUPPORT FOR FILMMAKERS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$127,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GERI BAUERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1737AddressLine1Txt
CityBRIDGEHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11932ZIPCd
FieldValueIRS element (for citing)
Total Contributions$115,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

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