BETA

GERI BAUER FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GERI BAUER FOUNDATION INC (EIN 13-4091905)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-04-09
IRS object ID
201900999349100420
Schema version
2017v2.3
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)
Return2019-04-09T13:17:21-05:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205885950PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAREN A HELINSKI CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1240 BECKWITH AVE PO BOX 500AddressLine1Txt
CitySOUTHOLDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11971ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134091905EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GERI BAUER FOUNDATION INCBusinessNameLine1Txt
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 TitleDIRECTOR AND PRES.PersonTitleTxt
Phone6315377769PhoneNum
Signature2019-03-30SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN A HELINSKI CPAPreparerPersonNm
PTINP00008003PTIN
Phone6317651118PhoneNum
Preparation2019-03-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.57.50.70IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-09IPDt
IP Tm13:17:21IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id592F75C92F77652D9EFFF0391A38B750DA33F42BAtSubmissionCreationDeviceId
At Submission Filing Device Id592F75C92F77652D9EFFF0391A38B750DA33F42BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,502FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$275,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$275,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$119OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,169TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$308,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$308,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$309,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$308,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,919ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$65,421CashBOYAmt
Cash EOY$30,502CashEOYAmt
Cash EOYFMV$30,502CashEOYFMVAmt
Total Assets BOY$65,421TotalAssetsBOYAmt
Total Assets EOY$30,502TotalAssetsEOYAmt
Total Assets EOYFMV$30,502TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$65,421RetainedEarningBOYAmt
Retained Earning EOY$30,502RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$65,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,502TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$65,421TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,502TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$65,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,919ExcessRevenueOverExpensesAmt
Subtotal$30,502SubtotalAmt
Tot Net Ast Or Fund Balances EOY$30,502TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,617NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.316904DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,321NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.063538DistributionYr2Rt
Adjusted Qlfy Distri Yr3$144,531AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$65,096NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.220275DistributionYr3Rt
Adjusted Qlfy Distri Yr4$138,575AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$59,238NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.339292DistributionYr4Rt
Adjusted Qlfy Distri Yr5$117,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$41,581NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.813785DistributionYr5Rt
Total Distribution12.753794TotalDistributionRt
Average Distribution2.550759AverageDistributionRt
Net Vl Noncharitable Assets$90,133NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$229,908AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$229,908AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$308,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)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 QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGERI BAUERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1737AddressLine1Txt
CityBRIDGEHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11932ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTOR ANDTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,502AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,502AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$30,502FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$91,506TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$91,506AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,373CashDeemedCharitableAmt
Net Vl Noncharitable Assets$90,133NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,507MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,507MinimumInvestmentReturnAmt
Distributable Before Adj$4,507DistributableBeforeAdjAmt
Distributable Before Ded$4,507DistributableBeforeDedAmt
Distributable As Adjusted$4,507DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$308,750ExpensesAndContributionsAmt
Qualifying Distributions$308,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$308,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,507DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$114,921ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$135,613ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$141,276ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,099ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,669ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$492,578TotalExcessDistributionCyovAmt
Qualifying Distributions$308,750QualifyingDistributionsAmt
Applied To Current Year$4,507AppliedToCurrentYearAmt
Remaining Distri From Corpus$304,243RemainingDistriFromCorpusAmt
Total Corpus$796,821TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$114,921ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$681,900ExcessDistriCyovToNextYrAmt
Excess From Year4$135,613ExcessFromYear4Amt
Excess From Year3$141,276ExcessFromYear3Amt
Excess From Year2$63,099ExcessFromYear2Amt
Excess From Year1$37,669ExcessFromYear1Amt
Excess From Current Year$304,243ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGEHAMPTON FIRE DEPT
BOX 1280BRIDGEHAMPTONNY11932PROVIDES FIRE SERVICE TO PUBLIC$6,000
BOWERY MISSION
227 BOWERYNEW YORKNY10002PROVIDING MEALS TO NEEDY$10,000
MEALS ON WHEELS - CITY MEALS
355 LEXINGTON AVENUENEW YORKNY10017ASSIST IN PROVIDING MEALS TO NEEDY$20,250
WNET
825 EIGHTH AVENUENEW YORKNY10019PUBLIC BROADCASTING$12,500
ST JUDE CHILDREN HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105MEDICAL CARE$2,000
THE RETREAT
13 GOODFRIEND DREAST HAMPTONNY11937AID DOMESTIC VIOLENCE VICTIMS$20,000
SAG HARBOR AMBULANCE
PO BOX 2725SAG HARBORNY11963FIRST AID TRANSPORT AND ASSISTANCE$20,000
HOSPITAL FOR SPECIAL SURGER
535 EAST 70TH STNEW YORKNY10021MEDICAL RESEARCH$175,000
LENOX HILL HOSPITAL
2000 MARCUS AVENEW HYDE PARKNY11042MEDICAL RESEARCH$25,000
MARCH OF DIMES
1275 MAMARONECK AVENUEWHITE PLAINSNY10605MEDICAL RESEARCH BABIES$7,000
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWATLANTAGA30303MEDICAL RESEARCH$3,000
ALZHEIMERS DISEASE RESEARCH
22512 GATEWAY CENTER DRCLARKSBURGMD20871MEDICAL RESEARCH$5,000
RAILS TO TRAILS
2121 WARD CTWASHINGTONDC20037CONSERVATION$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$308,750TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,050Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEE TO DEPT OF CHARITIES$50
OTHER FEE$69

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