GEYER FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
GEYER FAMILY FOUNDATION (EIN 41-1988121)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201321359349100117
Schema version
2012v2.0
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)
Timestamp2013-05-15T06:31:51-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1E T Kelly & Associates LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15001 American Blvd W Suite 699AddressLine1
CityBloomingtonCity
StateMNState
ZIP Code55437ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN411988121EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Geyer Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGEYENameControl
Phone9529276212Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17575 Pelican Bay Blvd 1907AddressLine1
CityNaplesCity
StateFLState
ZIP Code34108ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBeverly GeyerName
TitleSecretary/TreasurerTitle
Date Signed2013-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameEileen KellyName
PTINP00307295PTIN
Phone9528351901Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY250467FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss7246DividendsRevAndExpnss
Dividends Net Invst Incm7246DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss3202NetGainSaleAssetsRevAndExpnss
Gross Sales Price55953GrossSalesPrice
Capital Gain Net Incm Net Invst Incm3202CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses10451TotalRevenueAndExpenses
Total Net Investment Income10451TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1500AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss231OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm231OtherProfFeesNetInvstIncm
Other Expenses Rev And Expnss2712OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm2712OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss4443TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4443TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss19943TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4443TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps15500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-9492ExcessOfRevenueOverExpenses
Net Investment Income6008NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY14650SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY22723SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV22723SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY151179InvestmentsCorpStockBOY
Investments Corp Stock EOY148650InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV179769InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY58687InvestmentsCorpBondsBOY
Investments Corp Bonds EOY43651InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV47975InvestmentsCorpBondsEOYFMV
Total Assets BOY224516TotalAssetsBOY
Total Assets EOY215024TotalAssetsEOY
Total Assets EOYFMV250467TotalAssetsEOYFMV
Accounts Payable BOY1000AccountsPayableBOY
Accounts Payable EOY1000AccountsPayableEOY
Total Liabilities BOY1000TotalLiabilitiesBOY
Total Liabilities EOY1000TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY223516UnrestrictedBOY
Unrestricted EOY214024UnrestrictedEOY
Total Net Assets BOY223516TotalNetAssetsBOY
Total Net Assets EOY214024TotalNetAssetsEOY
Total Liabilities Net Assets BOY224516TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY215024TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY223516TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-9492ExcessOfRevenueOverExpenses
Subtotal214024Subtotal
Total Net Assets Fund Balances EOY214024TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
1 TransoceanP2008-04-242012-03-126164-3-3
20 Merck & CoP2008-11-112012-04-24766299467467
45 Kraft FoodsP2011-02-112012-03-2817061372334334
56 Grupo TelevisaP2008-11-212012-03-291172760412412
.9893 Alleghany CorpP2008-04-242012-03-123209311311
136 Sealed Air CorpP2001-01-012012-11-1922793533-1254-1254
137 Merck & CoP2001-01-012012-07-125884395919251925
14 Lockhead Martin CorpP2010-11-112012-07-191233981252252
64 Johnson & JohnsonP2001-01-012012-07-1043453818527527
20 Becton Dickinson & CoP2009-06-082012-06-1814681343125125
20 Baxter IntlP2010-07-282012-06-081011882129129
.993 Iron Mountain Inc NewP2012-11-212012-11-213333
15000 Toyota Motor CorpP2009-05-182012-01-091500015000
500 Comcast CorpP2006-09-142012-04-201250012500
150 SPDR NuveenP2012-03-122012-04-0481758198-23-23
FieldValueIRS element (for citing)
Capital Gain Net Income3202CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-23NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year146273QualifyingDistributionsYear1
Noncharitable Assets Year1271151NoncharitableAssetsYear1
Distribution Ratio Year10.17065DistributionRatioYear1
Qualifying Distributions Year257377QualifyingDistributionsYear2
Noncharitable Assets Year2301357NoncharitableAssetsYear2
Distribution Ratio Year20.19040DistributionRatioYear2
Qualifying Distributions Year327105QualifyingDistributionsYear3
Noncharitable Assets Year3287040NoncharitableAssetsYear3
Distribution Ratio Year30.09443DistributionRatioYear3
Qualifying Distributions Year437466QualifyingDistributionsYear4
Noncharitable Assets Year4352231NoncharitableAssetsYear4
Distribution Ratio Year40.10637DistributionRatioYear4
Qualifying Distributions Year539494QualifyingDistributionsYear5
Noncharitable Assets Year5496870NoncharitableAssetsYear5
Distribution Ratio Year50.07949DistributionRatioYear5
Total Distribution Ratio0.64133TotalDistributionRatio
Average Distribution Ratio0.12827AverageDistributionRatio
Net Noncharitable Assets245015NetNoncharitableAssets
Adjusted Noncharitable Assets31427AdjustedNoncharitableAssets
One Percent Net Investment Income60OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One31487AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax120InvestmentIncomeExciseTax
Subtotal120Subtotal
Tax Based On Investment Income120TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment425EstTaxPaymentsAndOverpayment
Total Credits And Payments425TotalCreditsAndPayments
Overpayment305Overpayment
Amount Credited To Next Year305AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMNStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Beverly GeyerBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9529276212BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line17575 Pelican Bay Blvd 1907AddressLine1
CityNaplesCity
StateFLState
ZIP Code34108ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Annie E Geyer
5517 Woodcrest DriveEdinaMN55424Secretary0.000
Christian D Geyer
12500 Harvard AveEden PrairieMN55347Treasurer0.000
Beverly Geyer
7575 Pelican Bay Blvd Apt 1907NaplesFL34108President0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities221406AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances27340AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets248746TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets248746AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3731CashDeemedCharitable
Net Noncharitable Assets245015NetNoncharitableAssets
Minimum Investment Return12251MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return12251MinimumInvestmentReturn
Tax Based On Investment Income120TaxBasedOnInvestmentIncome
Total Tax120TotalTax
Distributable Amount Before Adj12131DistributableAmountBeforeAdj
Distributable Amount Before Ded12131DistributableAmountBeforeDed
Distributable Amount As Adjusted12131DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15500ExpensesAndContributions
Qualifying Distributions15500QualifyingDistributions
Adj Qualifying Distributions15500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted12131DistributableAmountAsAdjusted
Excess Distri Carryover Year515493ExcessDistriCarryoverYear5
Excess Distri Carryover Year420022ExcessDistriCarryoverYear4
Excess Distri Carryover Year312905ExcessDistriCarryoverYear3
Excess Distri Carryover Year242651ExcessDistriCarryoverYear2
Excess Distri Carryover Year132851ExcessDistriCarryoverYear1
Total Excess Distri Carryover123922TotalExcessDistriCarryover
Qualifying Distributions15500QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year12131AppliedToCurrentYear
Remaining Distri From Corpus3369RemainingDistriFromCorpus
Total Corpus127291TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year515493ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year111798ExcessDistriCyovToNextYear
Excess From Year420022ExcessFromYear4
Excess From Year312905ExcessFromYear3
Excess From Year242651ExcessFromYear2
Excess From Year132851ExcessFromYear1
Excess From Current Year3369ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Habitat for Humanity
2401 Lowry Ave NE 210MinneapolisMN55418N/APublicTo support the organization's mission.$250
Johns Hopkins Institutions
3400 N Charles StreetBaltimoreMD21218N/APublicTo support the organization's mission$500
Minnehaha Academy
3100 West River ParkwayMinneapolisMN55406N/APublicTo support the organization's mission$2,000
Youth on a Mission
PO Box 3000Garden ValleyTX75771N/APublicTo support the organization's mission.$500
World Harvest Ministries
PO Box 613ManchesterMI48158N/APublicTo support the organization's mission.$1,250
Shelter for Abused Women and Childr
PO Box 10102NaplesFL34101N/APublicTo support the organization's mission$350
Family Research Council
801 G Street NWWashingtonDC20001N/APublicTo support the organization's mission$150
David Cook Intl
PO Box 36720Colorado SpringsCO80936N/APublicTo support the organization's mission$3,500
Children's Theatre
2400 Third Ave SMinneapolisMN55404N/APublicTo support the organization's mission$1,000
Sharing Caring Hands
525 North 7th StreetMinneapolisMN55405N/APublicTo serve the needs of the inner city poor.$1,000
Christian Library Int'l
1400 B Nowell RoadRaleighNC27607N/APublicTo support Christian library ministry.$250
Leadership Foundation
PO Box 1782Colorado SpringsCO80901N/APublicIn support of Walter Henrichsen who ministers to businessmen all over the world.$500
Edina A Better Chance Found
6754 Valley View RdEdinaMN55439N/APublicIn support of ABC students.$250
Search Ministries
5038 Dorsey Hall DriveEllicott CityMD21042N/APublicGifts in support of the work of Search Ministries.$4,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$7,246ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$3,202ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$10,451ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA10451TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccountingCategory
Amount$1,500Amount
Net Investment Income1500NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
State Tax2525
Foreign Tax Paid44
Bank Service Charges4040
Bank and investment service fees26432643

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryLegalCategory
Amount$231Amount
Net Investment Income231NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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