BAYNE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BAYNE FOUNDATION INC (EIN 46-1579882)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-25
- IRS object ID
- 202322379349100722
- Schema version
- 2022v5.0
- 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 Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-25T16:44:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 NORTH 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 | 2022-01-01 | 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 DR | 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 | 2023-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VOULA SPYRIDIS | PreparerPersonNm |
| PTIN | P01795600 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2023-08-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,304,095 | 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 | $251,207 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $66,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,493 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $355,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $588 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,459 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $112,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$2,103 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$2,103 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,424,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,482,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,306,198 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,440,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,480,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,304,095 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,440,592 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,480,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,440,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,480,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,440,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,480,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,440,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $112,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $136,575 | OtherIncreasesAmt |
| Subtotal | $2,690,117 | SubtotalAmt |
| Other Decreases | $210,063 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,480,054 | 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 | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $177,869 | $146,695 | $31,174 | $31,174 | |
| CAPITAL GAINS DIVIDENDS | $7,319 | $7,319 | $7,319 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,493 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,030 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,030 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,796 | OverpaymentAmt |
| Applied To ES Tax | $2,796 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEBAYNEFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | PRESIDENT | 2.50 | $0 | $0 | $0 |
| ELIZABETH G BAYNE | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | SECRETARY/TREASURER | 2.50 | $0 | $0 | $0 |
| PATRICK M COGAN | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR | 1.25 | $0 | $0 | $0 |
| BRITTNEY COGAN | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR | 1.25 | $0 | $0 | $0 |
| MACKENZIE E BAYNE | ||||||||
| 1435 WHITEFISH HILLS DR | WHITEFISH | MT | 59937 | DIRECTOR | 1.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $465 | 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 | $4,552,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,581,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,581,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,513,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,234 | TotalTaxAmt |
| Distributable Before Adj | $224,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $224,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $224,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $227,047 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $214,320 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $214,320 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $211,702 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM A BAYNE | ContributingManagerNm |
| Contributing Manager | ELIZABETH G BAYNE | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABBIE SHELTER | ||||||
| PO BOX 1401 | KALISPELL | MT | 59903 | PC | GENERAL SUPPORT | $9,256 |
| AMAZING PLACE MUSIC | ||||||
| PO BOX 461 | WHITEFISH | MT | 599370461 | PC | GENERAL SUPPORT | $2,500 |
| ANGEL FLIGHT | ||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | PC | GENERAL SUPPORT | $2,493 |
| ARCHIE BRAY FOUNDATION | ||||||
| THE BRAY 2915 COUNTRY CLUB AVE | HELENA | MT | 59602 | PC | GENERAL SUPPORT | $4,777 |
| CASA FOR KIDS OF FLATHEAD COUNTY | ||||||
| PO BOX 11195 | KALISPELL | MT | 599044195 | PC | GENERAL SUPPORT | $5,000 |
| CATO INSTITUTE | ||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $29,912 |
| CLIMATE RIDE | ||||||
| 111 N HIGGINS AVE 4TH FLOOR SUITE 4 | MISSOULA | MT | 598024437 | PC | GENERAL SUPPORT | $1,000 |
| CODE GIRLS UNITED | ||||||
| PO BOX 8272 | KALISPELL | MT | 599041272 | PC | GENERAL SUPPORT | $3,000 |
| FLATHEAD FOOD BANK | ||||||
| 1203 US HIGHWAY 2 W SUITE 2 | KALISPELL | MT | 599013465 | PC | GENERAL SUPPORT | $5,000 |
| FLATHEAD WARMING CENTER | ||||||
| PO BOX 7142 | KALISPELL | MT | 59904 | PC | GENERAL SUPPORT | $10,000 |
| GLACIER SYMPHONY ORCHESTRA & CHORALE | ||||||
| 69 N MAIN ST | KALISPELL | MT | 599014013 | PC | GENERAL SUPPORT | $2,060 |
| HIGHLAND YOUTH GARDEN | ||||||
| 106 S WHEATLAND AVE | COLUMBUS | OH | 43204 | PC | GENERAL SUPPORT | $500 |
| HILLIARD FOOD PANTRY | ||||||
| PO BOX 1251 | HILLARD | OH | 43026 | PC | GENERAL SUPPORT | $10,060 |
| HUCKLEBERRY HOUSE-COLUMBUS | ||||||
| 1421 HAMLET ST | COLUMBUS | OH | 432012533 | PC | GENERAL SUPPORT | $1,000 |
| INSTITUTE FOR JUSTICE | ||||||
| 901 N GLEBE RD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $29,912 |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 RD | PONTE VEDDA | FL | 32081 | PC | GENERAL SUPPORT | $2,118 |
| MAKE A WISH FOUNDATION OF MICHIGAN | ||||||
| 7600 GRAND RIVER AVE SUITE 175 | BRIGHTON | MI | 48114 | PC | GENERAL SUPPORT | $100 |
| MONTANA CASAGAL ASSOCIATION | ||||||
| 225 W FRONT ST | MISSOULA | MT | 598024301 | PC | GENERAL SUPPORT | $2,500 |
| MONTANA LAND TO HAND | ||||||
| 311 E 1ST ST B | WHITEFISH | MT | 59937 | PC | GENERAL SUPPORT | $988 |
| MONTANA STATE PARKS FOUNDATION | ||||||
| 400 W BROADWAY SUITE 100-424 | MISSOULA | MT | 598024136 | PC | GENERAL SUPPORT | $5,000 |
| NATIONAL CHILDRENS HOSPITAL | ||||||
| 1 INVENTA PL 6TH FLOOR | SILVER SPRING | MD | 20910 | PC | GENERAL SUPPORT | $150 |
| NORTH VALLEY FOOD BANK | ||||||
| 231 FLATHEAD AVE | WHITEFISH | MT | 59937 | PC | GENERAL SUPPORT | $2,500 |
| NORTH VALLEY MUSIC SCHOOL | ||||||
| PO BOX 4446 | WHITEFISH | MT | 59937 | PC | GENERAL SUPPORT | $19,110 |
| NORTHWEST VETERANS FOOD PANTRY | ||||||
| 1349 HWY 2 E | KALISPELL | MT | 59901 | PC | GENERAL SUPPORT | $5,000 |
| OWL RESEARCH INSTITUTE | ||||||
| PO BOX 39 | CHARLO | MT | 59824 | PC | GENERAL SUPPORT | $2,500 |
| SAMARITAN HOUSE | ||||||
| PO BOX 592 124 9TH AVE W | KALISPELL | MT | 59903 | PC | GENERAL SUPPORT | $5,160 |
| SAMARITAN HOUSE | ||||||
| PO BOX 592 124 9TH AVE W | KALISPELL | MT | 59903 | PC | GENERAL SUPPORT | $5,000 |
| SISTERS IN SHELTER | ||||||
| PO BOX 384 | TIFFIN | OH | 44830 | PC | GENERAL SUPPORT | $10,000 |
| SPARROWS NEST OF NW MONTANA | ||||||
| PO BOX 8384 | KALISPELL | MT | 599041384 | PC | GENERAL SUPPORT | $5,000 |
| THE COLUMBUS FOUNDATION | ||||||
| 1234 E BROAD ST | COLUMBUS | OH | 43205 | PC | ADAPTIVE SPORTS CONNECTION/ADAPTIVE BIKES | $20,475 |
| THE COLUMBUS FOUNDATION | ||||||
| 1234 E BROAD ST | COLUMBUS | OH | 43205 | PC | SEEDS OF CARING | $9,555 |
| THE OHIO STATE UNIVERSITY FOUNDATION | ||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | PC | JAMES CANCER RESEARCH HOSPITAL | $4,778 |
| TWO BEAR THERAPEUTICS RIDING CENTER | ||||||
| 1700 K M RANCH RD | WHITEFISH | MT | 599378714 | PC | GENERAL SUPPORT | $500 |
| WHITEFISH LEGACY PARTNERS | ||||||
| PO BOX 1895 | WHITEFISH | MT | 59937 | PC | SMITH LAKE | $9,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,459 | 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 | $66,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,493 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,790 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | $251,207 | 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 | 1050 HCA HEALTHCARE INC COM | NoncashPropertyDesc |
| Fair Market Value | $251,207 | FairMarketValueAmt |
| Received | 2022-12-30 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART I, LINE 25 - NON-CASH GRANTS PAID | FormAndLineReferenceDesc |
| Medium Explanation | EXPLANATION:DATE RECIPIENT10/24/22 THE COLUMBUS FOUNDATION SHARES: 137 BASIS: 2,535 FMV: 20,47512/05/23 ANGEL FLIGHT SHARES: 17 BASIS: 315 FMV: 2,49312/05/22 INSTITUTE FOR JUSTICE SHARES: 204 BASIS: 3,774 FMV: 29,91312/05/22 CATO INSTITUTE SHARES: 204 BASIS: 3,774 FMV: 29,91312/15/22 NORTH VALLEY MUSIC SCHOOL SHARES: 140 BASIS: 2,590 FMV: 19,11012/15/22 THE COLUMBUS FOUNDATION SHARES: 70 BASIS: 1,295 FMV: 9,55512/15/22 WHITEFISH LEGACY PARTNERS SHARES: 70 BASIS: 1,295 FMV: 9,55512/15/22 ARCHIE BRAY FOUNDATION SHARES: 35 BASIS: 648 FMV: 4,77812/15/22 THE OHIO STATE UNIVERSITY FOUNDATION SHARES: 35 BASIS: 648 FMV: 4,77812/19/22 HILLIARD FOOD PANTRY SHARES: 76 BASIS: 1,406 FMV: 10,06012/19/22 K9'S FOR WARRIORS SHARES: 16 BASIS: 296 FMV: 2,11812/20/22 SAMARITAN HOUSE SHARES: 39 BASIS: 722 FMV: 5,16012/22/22 ABBIE SHELTER SHARES: 70 BASIS: 1,295 FMV: 9,256BOOK VALUE IS DONOR'S BASISFAIR MARKET VALUE IS QUOTED STOCK PRICE ON DATE OF GIFT | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY SELECT HEALTH CARE | $42,710 | $51,925 |
| FIDELITY OVERSEAS | $145,622 | $160,805 |
| COHEN & STEERS PREF SECURITIES INCOME I | $99,667 | $84,602 |
| T ROWE PRICE HEALTH SCIENCES | $233,118 | $421,548 |
| BLACKROCK TOTAL RETURN INSTITUTIONAL | $148,567 | $120,006 |
| LOOMIS SAYLES BOND RETAIL SHARES | $149,830 | $141,745 |
| FIDELITY MSCI INFORMATION | $29,996 | $42,076 |
| ISHARES TRUST MSCI EMG MKTS ETF | $108,619 | $133,370 |
| ISHARES MSCI EAFE ETF | $279,700 | $293,148 |
| ISHARES CORE S&P MID CAP ETF | $76,745 | $113,446 |
| ISHARES RUSSELL 1000 GROWTH ETF | $48,602 | $161,323 |
| ISHARES RUSSELL 2000 ETF | $274,875 | $505,121 |
| ISHARES EDGE MSCI USA QUALITY | $80,250 | $90,370 |
| ISHARES TR CORE MSCI TOTAL | $35,023 | $32,702 |
| ISHARES TR ESG AWR MSCI USA | $168,543 | $199,756 |
| SPDR S&P500 ETF TRUST S&P 500 ETF | $127,476 | $325,448 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | $59,996 | $56,053 |
| VANGUARD WHITEHALL FDS HIGH DIV YLD | $160,086 | $152,576 |
| APPLE INC COM | $53,043 | $314,950 |
| HCA HEALTHCARE INC COM | $41,144 | $251,958 |
| MICROSOFT CORP | $118,545 | $653,270 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS OF CONTRIBUTED STOCK | Desc |
| Amt | $210,063 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SEEDS OF CARING EXPENSES | $465 | $0 | $465 |
| WEBSITE FEES | $123 | $0 | $123 |
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 | $136,575 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY - INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $16,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |