THE BB GEYER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE BB GEYER FOUNDATION (EIN 13-6161487)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-19
IRS object ID
201432629349100703
Schema version
2013v3.1
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)
Return2014-09-19T12:53:38-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043195921PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SANDBERG & CREEDEN PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1331 PAGE ST STE 2AddressLine1
CitySTOUGHTONCity
StateMAState
ZIP Code020721172ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136161487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BB GEYER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBBGEBusinessNameControlTxt
Phone5082892868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1
CityE FALMOUTHCity
StateMAState
ZIP Code02536ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAYNE GEYERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5082892868PhoneNum
Signature2014-08-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA J CREEDENPreparerPersonNm
PTINP00747568PTIN
Phone7813440850PhoneNum
Preparation2014-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$136,882FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,497DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,497DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$940NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,250GrossSalesPriceAmt
Total Rev And Expnss$6,558TotalRevAndExpnssAmt
Total Net Invst Incm$7,498TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$65OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$301InterestRevAndExpnssAmt
Interest Net Invst Incm$301InterestNetInvstIncmAmt
Taxes Rev And Expnss$81TaxesRevAndExpnssAmt
Taxes Net Invst Incm$81TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$63OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$63OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,010TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,010TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,010TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,048ExcessRevenueOverExpensesAmt
Net Investment Income$6,488NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Sav And Temp Cash Invst EOY$288SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$288SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$106,083CorporateStockBOYAmt
Corporate Stock EOY$106,842CorporateStockEOYAmt
Corporate Stock EOYFMV$136,594CorporateStockEOYFMVAmt
Total Assets BOY$106,083TotalAssetsBOYAmt
Total Assets EOY$107,131TotalAssetsEOYAmt
Total Assets EOYFMV$136,882TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$106,083RetainedEarningBOYAmt
Retained Earning EOY$107,131RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$106,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,131TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$106,083TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$107,131TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$106,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,048ExcessRevenueOverExpensesAmt
Subtotal$107,131SubtotalAmt
Tot Net Ast Or Fund Balances EOY$107,131TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$108,674NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044169DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$103,833NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$6,650AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$102,612NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064807DistributionYr3Rt
Total Distribution0.108976TotalDistributionRt
Average Distribution0.054488AverageDistributionRt
Net Vl Noncharitable Assets$101,094NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,508AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$65NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,573AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$130InvestmentIncomeExciseTaxAmt
Subtotal$130SubtotalAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Tax Due$130TaxDueAmt

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 ROADAddressLine1
CityE FALMOUTHCity
StateMAState
ZIP Code02536ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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 ROADMONROEWA98272TRUSTEE4.00$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$4,500Expenses1Amt

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$86,676AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,958AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$102,634TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$102,634AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,540CashDeemedCharitableAmt
Net Vl Noncharitable Assets$101,094NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,055MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,055MinimumInvestmentReturnAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Total Tax$130TotalTaxAmt
Distributable Before Adj$4,925DistributableBeforeAdjAmt
Distributable Before Ded$4,925DistributableBeforeDedAmt
Distributable As Adjusted$4,925DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,500ExpensesAndContributionsAmt
Qualifying Distributions$4,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,925DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,417ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,900ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,519ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$14,836TotalExcessDistributionCyovAmt
Qualifying Distributions$4,500QualifyingDistributionsAmt
Applied To Current Year$4,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$425ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$425ExcessDistributionCyovAppCYAmt
Total Corpus$14,411TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,992ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,419ExcessDistriCyovToNextYrAmt
Excess From Year4$6,900ExcessFromYear4Amt
Excess From Year3$1,519ExcessFromYear3Amt

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 ROADAddressLine1
CityE FALMOUTHCity
StateMAState
ZIP Code02536ZIPCode
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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COTTAGE LAKE ELEMENTARY
15940 AVONDALE ROAD NEWOODINVILLEWA98077NONEC 3BENEFIT TO CHILDREN$1,500
KILDONAN SCHOOL
425 MORSE HILL ROADAMENIANY12501NONEC 3BENEFIT TO CHILDREN$750
DIAN FOSSEY GORILLA FUND
800 CHEROKEE AVENUE SEATLANTAGA30315NONEC 3BENEFIT TO CHILDREN$300
FALMOUTH CHAMBER PLAYERS
25 VALLEY ROADFALMOUTHMA02540NONEC 3BENEFIT TO CHILDREN$300
CHILDRENS TUMOR FOUNDATION
120 WALL STREETNEW YORKNY10005NONEC 3BENEFIT RESEARCH SUPPORT$750
LONG RIDGE SCHOOL
478 ERSKINE ROADSTAMFORDCT06903NONEC 3EDUCATIONAL PROGRAMMING$900
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,497ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$940ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,558ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,558TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

WAYNE R GEYER
BARBARA G WATTS
THOMAS GEYER

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetBANK OF AMERICAAssetDesc
Acquired2010-11AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2013-05SoldDt
Gross Sales Price$61,250GrossSalesPriceAmt
Basis$62,190BasisAmt
Total Net-$940TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$67,212$96,264
PREFERRED STOCK
STOCKS$39,630$40,330

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES$63$63

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ACCOUNT FEESCategoryTxt
Amt$65Amt
Net Investment Income$65NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES 2012CategoryTxt
Amt$81Amt
Net Investment Income$81NetInvestmentIncomeAmt

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