BAYNE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BAYNE FOUNDATION INC (EIN 46-1579882)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-06-10
- IRS object ID
- 202211619349100111
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-10T11:08:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2022-06-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,255,385 | 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 | $521,122 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $53,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,573 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $639,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,317 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $669,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,890 | 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 |
| Accounting Fees Rev And Expnss | $8,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,237 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,238 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,187 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,598 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $552,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,156,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,376,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,215,683 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,225,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,415,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,255,385 | 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 | $2,225,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,415,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,225,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,225,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,415,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,225,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $552,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77,326 | OtherIncreasesAmt |
| Subtotal | $2,856,137 | SubtotalAmt |
| Other Decreases | $440,427 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,710 | 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 | $602,448 | $545,326 | $57,122 | $57,122 | |
| CAPITAL GAINS DIVIDENDS | $37,195 | $37,195 | $37,195 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,827 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,827 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,867 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,667 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,840 | OverpaymentAmt |
| Applied To ES Tax | $1,840 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 | $3,222,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,257,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,257,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,208,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,827 | TotalTaxAmt |
| Distributable Before Adj | $158,610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,836 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,802 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,802 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,034 | 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 | $150,576 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| 214 2ND STREET WEST | WHITEFISH | MT | 59937 | N/A | PC | GENERAL SUPPORT | $46,966 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200015403 | N/A | PC | GENERAL SUPPORT | $26,043 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 NORTH GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL SUPPORT | $10,462 |
| THE COLUMBUS FOUNDATION | |||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | N/A | PC | GENERAL SUPPORT | $5,143 |
| THE COLUMBUS FOUNDATION | |||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | N/A | PC | GENERAL SUPPORT | $1,500 |
| FLYING HORSE FARMS | |||||||
| 5260 STATE ROUTE 95 | MOUNT GILEAD | OH | 43338 | N/A | PC | GENERAL SUPPORT | $1,071 |
| CHILDREN'S HUNGER ALLIANCE | |||||||
| 1105 SCHROCK AVENUE | COLUMBUS | OH | 43229 | N/A | PC | GENERAL SUPPORT | $1,071 |
| RULING OUR EXPERIENCES INC (ROX) | |||||||
| 1335 DUBLIN ROAD SUITE 18A | COLUMBUS | OH | 43215 | N/A | PC | GENERAL SUPPORT | $842 |
| HARPER'S CORNER FOUNDATION INC | |||||||
| PO BOX 12662 | COLUMBUS | OH | 43212 | N/A | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,598 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,573 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,890 | 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 | 1435 WHITEFISH HILLS DRIVE | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $521,122 | 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 | 3947 SHS APPLE INC STOCK | NoncashPropertyDesc |
| Fair Market Value | $521,122 | FairMarketValueAmt |
| Received | 2020-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,475 | Amt |
| Net Investment Income | $4,237 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,238 | DisbursementsCharitablePrpsAmt |
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 RECIPIENT12/21/20 WHITEFISH COMMUNITY FOUNDATION SHARES: 211 BASIS: 7,930 FMV: 46,96612/21/20 CATO INSTITUTE SHARES: 117 BASIS: 4,390 FMV: 26,04312/21/20 INSTITUTE FOR JUSTICE SHARES: 47 BASIS: 1,763 FMV: 10,46212/7/20 THE COLUMBUS FOUNDATION SHARES: 24 BASIS: 900 FMV: 5,14312/7/20 THE COLUMBUS FOUNDATION SHARES: 7 BASIS: 263 FMV: 1,50012/7/20 FLYING HORSE FARMS SHARES: 5 BASIS: 188 FMV: 1,07112/7/20 CHILDREN'S HUNGER ALLIANCE SHARES: 5 BASIS: 188 FMV: 1,07112/10/20 RULING OUR EXPERIENCES INC (ROX) SHARES: 4 BASIS: 150 FMV: 842BOOK 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 | $39,500 | $53,315 |
| FIDELITY OVERSEAS | $139,969 | $177,869 |
| COHEN & STEERS PREF SECURITIES INCOME I | $90,962 | $93,394 |
| T ROWE PRICE HEALTH SCIENCES | $192,527 | $423,827 |
| BLACKROCK TOTAL RETURN INSTITUTIONAL | $141,634 | $140,963 |
| LOOMIS SAYLES BOND RETAIL SHARES | $138,854 | $157,805 |
| FIDELITY MSCI INFORMATION | $34,628 | $58,421 |
| ISHARES TRUST MSCI EMG MKTS ETF | $108,602 | $181,827 |
| ISHARES MSCI EAFE ETF | $279,700 | $325,839 |
| ISHARES CORE S&P MID CAP ETF | $76,745 | $107,790 |
| ISHARES RUSSELL 1000 GROWTH ETF | $48,602 | $181,578 |
| ISHARES RUSSELL 2000 ETF | $274,875 | $567,986 |
| ISHARES EDGE MSCI MIN VOL USA ETF | $66,257 | $72,971 |
| ISHARES EDGE MSCI USA QUALITY | $166,017 | $201,973 |
| ISHARES TR CORE MSCI TOTAL | $35,022 | $37,962 |
| ISHARES TR ESG AWR MSCI USA | $168,543 | $202,773 |
| SPDR S&P500 ETF TRUST S&P 500 ETF | $127,476 | $318,172 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | $59,996 | $62,330 |
| VANGUARD BD INDEX FD INC SHORT TERM BD | $54,827 | $58,478 |
| APPLE INC COM | $81,213 | $523,728 |
| MICROSOFT CORP | $50,059 | $266,682 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO BASIS OF CONTRIBUTED STOCK | $439,909 |
| COST BASIS ADJUSTMENT | $518 |
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 | $77,326 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY - INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $12,187 | Amt |
| Net Investment Income | $12,187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,827 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |