GERI BAUER FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: GERI BAUER FOUNDATION INC (EIN 13-4091905)
Tax period: 2018-12-01 to 2019-11-30
Filed: 2020-05-13
IRS object ID: 202011349349100301
Schema version: 2018v3.2
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
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-05-13T04:57:04-05:00	ReturnTs
Tax Period End	2019-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	205885950	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KAREN A HELINSKI CPA PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	240 BECKWITH AVE PO BOX 500	AddressLine1Txt
City	SOUTHOLD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11971	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	134091905	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GERI BAUER FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GERI	BusinessNameControlTxt
Phone	6315377769	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1737	AddressLine1Txt
City	BRIDGEHAMPTON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11932	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GERI BAUER	PersonNm
Person Title	DIRECTOR AND PRES.	PersonTitleTxt
Phone	6315377769	PhoneNum
Signature	2020-04-30	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ADAM R SIEJKA CPA	PreparerPersonNm
PTIN	P00926538	PTIN
Phone	6317651118	PhoneNum
Preparation	2020-04-30	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	96.57.50.70	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-05-13	IPDt
IP Tm	04:57:04	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	32C33B563A045377A9AD1A2AC6DC32C8849EBCCA	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3E7A04E6ACE41A84150DF0C039EF9879D8352754	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2021-09-10 13:11:23Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,402	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	$35,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Total Rev And Expnss	$35,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,075	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$25	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,100	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$59,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$59,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$60,100	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$59,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$25,100	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$30,502	CashBOYAmt
Cash EOY	$5,402	CashEOYAmt
Cash EOYFMV	$5,402	CashEOYFMVAmt
Total Assets BOY	$30,502	TotalAssetsBOYAmt
Total Assets EOY	$5,402	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,402	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$30,502	RetainedEarningBOYAmt
Retained Earning EOY	$5,402	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$30,502	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,402	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$30,502	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,402	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$30,502	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$25,100	ExcessRevenueOverExpensesAmt
Subtotal	$5,402	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,402	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$308,750	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$90,133	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	3.425493	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$38,500	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$16,617	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	2.316904	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$50,000	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$16,321	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	3.063538	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$144,531	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$65,096	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	2.220275	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$138,575	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$59,238	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	2.339292	DistributionYr5Rt
Total Distribution	13.365502	TotalDistributionRt
Average Distribution	2.673100	AverageDistributionRt
Net Vl Noncharitable Assets	$15,963	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$42,671	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$42,671	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$59,000	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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
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
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	N/A	WebsiteAddressTxt
Individual With Books	GERI BAUER	IndividualWithBooksNm
Phone	6315377769	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1737	AddressLine1Txt
City	BRIDGEHAMPTON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11932	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
Undistributed Income PY	false	UndistributedIncomePYInd
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

Field	Value	IRS element (for citing)
Person	GERI BAUER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1737	AddressLine1Txt
City	BRIDGEHAMPTON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11932	ZIPCd

Field	Value	IRS element (for citing)
Title	DIRECTOR AND	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,402	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,402	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$5,402	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$16,206	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$16,206	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$243	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$15,963	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$798	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$798	MinimumInvestmentReturnAmt
Distributable Before Adj	$798	DistributableBeforeAdjAmt
Distributable Before Ded	$798	DistributableBeforeDedAmt
Distributable As Adjusted	$798	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$59,000	ExpensesAndContributionsAmt
Qualifying Distributions	$59,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$59,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$798	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$135,613	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$141,276	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$63,099	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$37,669	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$304,243	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$681,900	TotalExcessDistributionCyovAmt
Qualifying Distributions	$59,000	QualifyingDistributionsAmt
Applied To Current Year	$798	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$58,202	RemainingDistriFromCorpusAmt
Total Corpus	$740,102	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$135,613	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$604,489	ExcessDistriCyovToNextYrAmt
Excess From Year4	$141,276	ExcessFromYear4Amt
Excess From Year3	$63,099	ExcessFromYear3Amt
Excess From Year2	$37,669	ExcessFromYear2Amt
Excess From Year1	$304,243	ExcessFromYear1Amt
Excess From Current Year	$58,202	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GERI BAUER	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BRIDGEHAMPTON FIRE DEPT
BOX 1280	BRIDGEHAMPTON	NY	11932	PROVIDES FIRE SERVICE TO PUBLIC	$5,000
BOWERY MISSION
227 BOWERY	NEW YORK	NY	10002	PROVIDING MEALS TO NEEDY	$3,000
MEALS ON WHEELS - CITY MEALS
355 LEXINGTON AVENUE	NEW YORK	NY	10017	ASSIST IN PROVIDING MEALS TO NEEDY	$12,000
WNET
825 EIGHTH AVE	NEW YORK	NY	10019	PUBLIC BROADCASTING	$3,000
SAG HARBOR AMBULANCE
PO BOX 2725	SAG HARBOR	NY	11963	FIRST AID TRANSPORT AND ASSISTANCE	$3,000
MARCH OF DIMES
1275 MAMARONECK AVENUE	WHITE PLAINS	NY	10605	MEDICAL RESEARCH BABIES	$1,000
RAILS TO TRAILS
2121 WARD CT	WASHINGTON	DC	20037	CONSERVATION	$2,000
HAMPTONS DOC FEST
BOX 915	BRIDGEHAMPTON	NY	11932	PROVDES DOCU FILMS FOR COMUNITY	$25,000
MAUREENS HAVEN
28 LINCOLN ST	RIVERHEAD	NY	11901	PROVIDE AID TO HOMELESS	$1,000
AARP FOUNDATION
601 E STREET NW	WASINGTON	DC	20049	PROVIDE AID TO ELDERLY ADULTS	$1,000
AMERICAN RED CROSS
431 18TH ST NW	WASHINGTON	DC	20006	PREVENT & ALLEVIATE HUMAN SUFFERING	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$59,000	TotalGrantOrContriPdDurYrAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,075	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEE TO DEPT OF CHARITIES	$25
OTHER FEE

GERI BAUER FOUNDATION INC: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

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