THE BB GEYER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE BB GEYER FOUNDATION (EIN 13-6161487)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-01
IRS object ID
201521219349100617
Schema version
2014v5.0
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)
Return2015-05-01T12:18:23-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043195921PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SANDBERG & CREEDEN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1331 PAGE ST STE 2AddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020721172ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136161487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BB GEYER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBBGEBusinessNameControlTxt
Phone5082892868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1Txt
CityE FALMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02536ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAYNE GEYERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5082892868PhoneNum
Signature2015-04-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA J CREEDENPreparerPersonNm
PTINP00747568PTIN
Phone7813440850PhoneNum
Preparation2015-04-17PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$150,387FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,225DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,225DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,300NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,953GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,300CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,525TotalRevAndExpnssAmt
Total Net Invst Incm$20,525TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$59InterestRevAndExpnssAmt
Interest Net Invst Incm$59InterestNetInvstIncmAmt
Taxes Rev And Expnss$130TaxesRevAndExpnssAmt
Taxes Net Invst Incm$130TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$135OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$135OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$824TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$824TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,824TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$824TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,701ExcessRevenueOverExpensesAmt
Net Investment Income$19,701NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$289SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,638SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,638SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$106,842CorporateStockBOYAmt
Corporate Stock EOY$119,194CorporateStockEOYAmt
Corporate Stock EOYFMV$145,749CorporateStockEOYFMVAmt
Total Assets BOY$107,131TotalAssetsBOYAmt
Total Assets EOY$123,832TotalAssetsEOYAmt
Total Assets EOYFMV$150,387TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$107,131RetainedEarningBOYAmt
Retained Earning EOY$123,832RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$107,131TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$123,832TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$107,131TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$123,832TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$107,131TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,701ExcessRevenueOverExpensesAmt
Subtotal$123,832SubtotalAmt
Tot Net Ast Or Fund Balances EOY$123,832TotNetAstOrFundBalancesEOYAmt

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
KINDERP2014-12-022014-12-02$23$23
KINDERP2014-12-022013-12-17$50,930$39,630$11,300$11,300
FieldValueIRS element (for citing)
Capital Gain Net Income$11,300CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,300NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$101,094NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044513DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$108,674NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044169DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$103,833NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$6,650AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$102,612NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064807DistributionYr4Rt
Total Distribution0.153489TotalDistributionRt
Average Distribution0.051163AverageDistributionRt
Net Vl Noncharitable Assets$106,634NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,456AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$197NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,653AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$394InvestmentIncomeExciseTaxAmt
Subtotal$394SubtotalAmt
Tax Based On Investment Income$394TaxBasedOnInvestmentIncomeAmt
Tax Due$394TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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 BooksWAYNE GEYERIndividualWithBooksNm
Phone5082892868PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1Txt
CityE FALMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02536ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WAYNE R GEYER
353 BLACKSMITH SHOP ROADE FALMOUTHMA02536TRUSTEE1.00$0$0$0
BARBARA G WATTS
1200 BAYLISS DRIVEALEXANDRIAVA22302TRUSTEE1.00$0$0$0
THOMAS GEYER
21311 HIGH ROCK ROADMONROEWA98272TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTMAKINGDescription1Txt
Expenses1$3,000Expenses1Amt

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$108,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,258TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$108,258AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,624CashDeemedCharitableAmt
Net Vl Noncharitable Assets$106,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,332MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,332MinimumInvestmentReturnAmt
Tax Based On Investment Income$394TaxBasedOnInvestmentIncomeAmt
Total Tax$394TotalTaxAmt
Distributable Before Adj$4,938DistributableBeforeAdjAmt
Distributable Before Ded$4,938DistributableBeforeDedAmt
Distributable As Adjusted$4,938DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,000ExpensesAndContributionsAmt
Qualifying Distributions$3,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,938DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,900ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,519ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$8,419TotalExcessDistributionCyovAmt
Qualifying Distributions$3,000QualifyingDistributionsAmt
Applied To Current Year$3,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,938ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,938ExcessDistributionCyovAppCYAmt
Total Corpus$6,481TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,962ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,519ExcessDistriCyovToNextYrAmt
Excess From Year4$1,519ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWAYNE R GEYERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1Txt
CityE FALMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02536ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5085405797RecipientPhoneNum
Form And Info And MaterialsNO SPECIAL FORM IS NEEDED. APPLICATION SHOULD INCLUDE SUMMARY OF SCOPE/ACTIVITIES.FormAndInfoAndMaterialsTxt
Submission DeadlinesGRANTS AWARDED ANNUALLY DECEMBER 1.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
KILDONAN SCHOOL
425 MORSE HILL ROADAMENIANY12501NONEC 3BENEFIT TO CHILDREN$500
DIAN FOSSEY GORILLA FUND
800 CHEROKEE AVENUE SEATLANTAGA30315NONEC 3BENEFIT TO CHILDREN$300
FALMOUTH CHAMBER PLAYERS
25 VALLEY ROADFALMOUTHMA02540NONEC 3BENEFIT TO CHILDREN$300
LONG RIDGE SCHOOL
478 ERSKINE ROADSTAMFORDCT06903NONEC 3EDUCATIONAL PROGRAMMING$900
HOSPICE OF ORGAND & SULLIVAN
800 STONY BROOK CTNEWBURGHNY12550NONEC 3OPERATING SUPPORT$1,000COUNTIES INC
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,225ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,300ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,525ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,525TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$73,671$99,377
STOCKS$45,523$46,372

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES$135$135

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES 2013CategoryTxt
Amt$130Amt
Net Investment Income$130NetInvestmentIncomeAmt

Comments

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