BETA

GERI BAUER FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
GERI BAUER FOUNDATION INC (EIN 13-4091905)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-06-13
IRS object ID
201811649349100206
Schema version
2016v3.1
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)
Return2018-06-13T11:18:31-04:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

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 Begin2016-12-01TaxPeriodBeginDt

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
Signature2018-05-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN A HELINSKI CPAPreparerPersonNm
PTINP00008003PTIN
Phone6317651118PhoneNum
Preparation2018-05-24PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$65,421FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$90,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$90,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,400AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,900TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,100ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,321CashBOYAmt
Cash EOY$65,421CashEOYAmt
Cash EOYFMV$65,421CashEOYFMVAmt
Total Assets BOY$16,321TotalAssetsBOYAmt
Total Assets EOY$65,421TotalAssetsEOYAmt
Total Assets EOYFMV$65,421TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$16,321RetainedEarningBOYAmt
Retained Earning EOY$65,421RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,321TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,321TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,421TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,321TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,100ExcessRevenueOverExpensesAmt
Subtotal$65,421SubtotalAmt
Tot Net Ast Or Fund Balances EOY$65,421TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,321NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.063538DistributionYr1Rt
Adjusted Qlfy Distri Yr2$144,531AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$65,096NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.220275DistributionYr2Rt
Adjusted Qlfy Distri Yr3$138,575AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$59,238NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.339292DistributionYr3Rt
Adjusted Qlfy Distri Yr4$117,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$41,581NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.813785DistributionYr4Rt
Adjusted Qlfy Distri Yr5$123,398AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$57,586NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.142847DistributionYr5Rt
Total Distribution12.579737TotalDistributionRt
Average Distribution2.515947AverageDistributionRt
Net Vl Noncharitable Assets$16,617NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,807AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$41,807AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Pos10.00AverageHrsPerWkDevotedToPosRt
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,870AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,870TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$16,870AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$253CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,617NetVlNoncharitableAssetsAmt
Minimum Investment Return$831MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$831MinimumInvestmentReturnAmt
Distributable Before Adj$831DistributableBeforeAdjAmt
Distributable Before Ded$831DistributableBeforeDedAmt
Distributable As Adjusted$831DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,500ExpensesAndContributionsAmt
Qualifying Distributions$38,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$38,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$831DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$120,523ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$114,921ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$135,613ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$141,276ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,099ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$575,432TotalExcessDistributionCyovAmt
Qualifying Distributions$38,500QualifyingDistributionsAmt
Applied To Current Year$831AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,669RemainingDistriFromCorpusAmt
Total Corpus$613,101TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$120,523ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$492,578ExcessDistriCyovToNextYrAmt
Excess From Year4$114,921ExcessFromYear4Amt
Excess From Year3$135,613ExcessFromYear3Amt
Excess From Year2$141,276ExcessFromYear2Amt
Excess From Year1$63,099ExcessFromYear1Amt
Excess From Current Year$37,669ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TAKE TWO DOC
BOX 550BRIDGEHAMPTONNY11932SUPPORTS DOCUMENTARY FILMMAKING$5,000
BRIDGEHAMPTON FIRE DEPT
BOX 1280BRIDGEHAMPTONNY11932PROVIDES FIRE SERVICE TO PUBLIC$5,000
BOWERY MISSION
227 BOWERYNEW YORKNY10002PROVIDING MEALS TO NEEDY$8,000
MEALS ON WHEELS - CITY MEALS
355 LEXINGTON AVENUENEW YORKNY10017ASSIST IN PROVIDING MEALS TO NEEDY$8,000
TUSK
525 EAST 89TH STREETNEW YORKNY10128FIGHTS AGAINST POACHING IN AFRICA$10,000GARDEN OFFICE
WNET
825 EIGHTH AVENUENEW YORKNY10019PUBLIC BROADCASTING$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,500TotalGrantOrContriPdDurYrAmt

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

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 PersonGERI BAUERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1737AddressLine1Txt
CityBRIDGEHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11932ZIPCd
FieldValueIRS element (for citing)
Total Contributions$90,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,400Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGERI BAUERPersonNm

US Address USAddress

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

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