BETA

GEYER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GEYER FAMILY FOUNDATION (EIN 41-1988121)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-27
IRS object ID
201832709349100428
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-27T12:29:09-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411990680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1E T Kelly & Associates LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15001 American Blvd W Suite 699AddressLine1Txt
CityBloomingtonCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55437ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411988121EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Geyer Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEYEBusinessNameControlTxt
Phone9529276212PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15200 France Ave SAddressLine1Txt
CityEdinaCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBeverly GeyerPersonNm
Person TitleCPAPersonTitleTxt
Signature2018-09-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatricia MoskalikPreparerPersonNm
PTINP00954413PTIN
Phone9525489150PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$55,079FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,088DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,088DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,048NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$67,267GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,048CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,007NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$21,141TotalRevAndExpnssAmt
Total Net Invst Incm$21,141TotalNetInvstIncmAmt
Total Adj Net Incm$1,007TotalAdjNetIncmAmt
Taxes Rev And Expnss$86TaxesRevAndExpnssAmt
Taxes Net Invst Incm$86TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,035OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,035OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,035OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,121TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,121TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,035TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,376ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,376ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,497TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,121TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,035TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$62,376TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,356ExcessRevenueOverExpensesAmt
Net Investment Income$20,020NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,288SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,143SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,143SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$63,283CorporateStockBOYAmt
Corporate Stock EOY$30,181CorporateStockEOYAmt
Corporate Stock EOYFMV$40,936CorporateStockEOYFMVAmt
Total Assets BOY$86,571TotalAssetsBOYAmt
Total Assets EOY$44,324TotalAssetsEOYAmt
Total Assets EOYFMV$55,079TotalAssetsEOYFMVAmt
Accounts Payable BOY$220AccountsPayableBOYAmt
Accounts Payable EOY$329AccountsPayableEOYAmt
Total Liabilities BOY$220TotalLiabilitiesBOYAmt
Total Liabilities EOY$329TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$86,351UnrestrictedBOYAmt
Unrestricted EOY$43,995UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$86,351TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$43,995TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,571TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$44,324TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,351TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,356ExcessRevenueOverExpensesAmt
Subtotal$43,995SubtotalAmt
Tot Net Ast Or Fund Balances EOY$43,995TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Morgan Stanley 109724 STP2017-01-012017-01-01$6,731$5,724$1,007$1,007
Morgan Stanley 109724 LTP2001-01-012017-01-01$60,536$41,495$19,041$19,041
FieldValueIRS element (for citing)
Capital Gain Net Income$20,048CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,007NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,816AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$124,007NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.32108DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,943AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$166,300NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.28829DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,489AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$207,245NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.20019DistributionYr3Rt
Adjusted Qlfy Distri Yr4$80,875AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$253,214NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.31939DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$245,015NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06326DistributionYr5Rt
Total Distribution1.192219TotalDistributionRt
Average Distribution0.238444AverageDistributionRt
Net Vl Noncharitable Assets$82,200NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,600AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$200NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,800AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,376QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$200InvestmentIncomeExciseTaxAmt
Subtotal$200SubtotalAmt
Tax Based On Investment Income$200TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$201ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$201TotalPaymentsAndCreditsAmt
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Beverly GeyerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9529276212PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17575 Pelican Bay Blvd 1907AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Beverly Geyer
7575 Pelican Bay Blvd Apt 1907NaplesFL34108President0.00$0
Christian D Geyer
12500 Harvard AveEden PrairieMN55347Treasurer0.00$0
Annie E Geyer
5517 Woodcrest DriveEdinaMN55424Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$66,808AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,644AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$83,452TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$83,452AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,252CashDeemedCharitableAmt
Net Vl Noncharitable Assets$82,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,110MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,110MinimumInvestmentReturnAmt
Tax Based On Investment Income$200TaxBasedOnInvestmentIncomeAmt
Total Tax$200TotalTaxAmt
Distributable Before Adj$3,910DistributableBeforeAdjAmt
Distributable Before Ded$3,910DistributableBeforeDedAmt
Distributable As Adjusted$3,910DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,376ExpensesAndContributionsAmt
Qualifying Distributions$62,376QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$200PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,176AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,910DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,369ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$68,580ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,805ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,084ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$33,784ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$177,622TotalExcessDistributionCyovAmt
Qualifying Distributions$62,376QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,910AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,466RemainingDistriFromCorpusAmt
Total Corpus$236,088TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,369ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$232,719ExcessDistriCyovToNextYrAmt
Excess From Year4$68,580ExcessFromYear4Amt
Excess From Year3$31,805ExcessFromYear3Amt
Excess From Year2$40,084ExcessFromYear2Amt
Excess From Year1$33,784ExcessFromYear1Amt
Excess From Current Year$58,466ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Search Ministries
5038 Dorsey Hall DriveEllicott CityMD21042N/APublicGifts in support of the work of Search Ministries.$10,000
Minnehaha Academy
3100 West River ParkwayMinneapolisMN55406N/APublicTo support the organization's mission$45,000
Evan M Guillaume Memorial Fund
5645 Colfax Ave SMinneapolisMN55419N/APublicTo support the organization's mission$500
Home for Life
PO Box 847StillwaterMN55082N/APFTo support the organization's mission.$500
Ridgeview Hospital Foundation
500 S Maple StWaconiaMN55387N/APCTo support the organization's mission$420
First Baptist Curch of Cook
210 1st Ave NECookMN55723N/APCTo support the organization's mission$5,000
Edina Girls Fastpitch Ass'n- Sting
4801 W 50th StEdinaMN55424NonePCTo support the organization's mission$456
Edina Baseball Association - Cooper
c/o Parks Rec 4801 W 50th StEdinaMN55424N/APCTo support the organization's mission$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,376TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,088ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$20,048ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,141ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,141TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Investment Fees$1,010$1,010$1,010
State Filing Fee$25$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Taxes$84$84
Foreign Taxes$2$2

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