THE BB GEYER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE BB GEYER FOUNDATION (EIN 13-6161487)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-17
IRS object ID
201331079349100108
Schema version
2012v2.1
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)
Timestamp2013-04-17T11:05:03-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1331 PAGE ST STE 2AddressLine1
CitySTOUGHTONCity
StateMAState
ZIP Code020721172ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136161487EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE BB GEYER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBBGENameControl
Phone5082892868Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameWAYNE GEYERName
TitleTRUSTEETitle
Phone5082892868Phone
Date Signed2013-04-01DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTHERESA J CREEDENName
Phone7813440850Phone
Date Prepared2013-04-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY120319FMVAssetsEOY
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 Expnss5023InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm5023InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss795DividendsRevAndExpnss
Dividends Net Invst Incm795DividendsNetInvstIncm
Total Revenue And Expenses5818TotalRevenueAndExpenses
Total Net Investment Income5818TotalNetInvestmentIncome
Accounting Fees Rev And Expnss750AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm750AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss65OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm65OtherProfFeesNetInvstIncm
Interest Rev And Expnss846InterestRevAndExpnss
Interest Net Invst Incm846InterestNetInvstIncm
Taxes Rev And Expnss57TaxesRevAndExpnss
Taxes Net Invst Incm57TaxesNetInvstIncm
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm50OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss1768TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1768TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss4800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps4800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6568TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1768TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps4800TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-750ExcessOfRevenueOverExpenses
Net Investment Income4050NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Investments Corp Stock BOY106833InvestmentsCorpStockBOY
Investments Corp Stock EOY106083InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV120319InvestmentsCorpStockEOYFMV
Total Assets BOY106833TotalAssetsBOY
Total Assets EOY106083TotalAssetsEOY
Total Assets EOYFMV120319TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY106833RetainedEarningsBOY
Retained Earnings EOY106083RetainedEarningsEOY
Total Net Assets BOY106833TotalNetAssetsBOY
Total Net Assets EOY106083TotalNetAssetsEOY
Total Liabilities Net Assets BOY106833TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY106083TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY106833TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-750ExcessOfRevenueOverExpenses
Subtotal106083Subtotal
Total Net Assets Fund Balances EOY106083TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Noncharitable Assets Year1103833NoncharitableAssetsYear1
Qualifying Distributions Year26650QualifyingDistributionsYear2
Noncharitable Assets Year2102612NoncharitableAssetsYear2
Distribution Ratio Year20.064807DistributionRatioYear2
Total Distribution Ratio0.064807TotalDistributionRatio
Average Distribution Ratio0.064807AverageDistributionRatio
Net Noncharitable Assets108674NetNoncharitableAssets
Adjusted Noncharitable Assets7043AdjustedNoncharitableAssets
One Percent Net Investment Income41OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One7084AdjNonchrtblAssetsAndOnePct
Qualifying Distributions4800QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax81InvestmentIncomeExciseTax
Subtotal81Subtotal
Tax Based On Investment Income81TaxBasedOnInvestmentIncome
Tax Due81TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
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 Person NameWAYNE GEYERBooksInCareOfPersonName
Books In Care Of Phone Number5082892868BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1
CityE FALMOUTHCity
StateMAState
ZIP Code02536ZIPCode
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
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

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 PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WAYNE R GEYER
353 BLACKSMITH SHOP ROADE FALMOUTHMA02536TRUSTEE1.00000
BARBARA G WATTS
1200 BAYLISS DRIVEALEXANDRIAVA22302TRUSTEE1.00000
THOMAS GEYER
21311 HIGH ROCK ROADMONROEWA98272TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities110329AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets110329TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets110329AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1655CashDeemedCharitable
Net Noncharitable Assets108674NetNoncharitableAssets
Minimum Investment Return5434MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5434MinimumInvestmentReturn
Tax Based On Investment Income81TaxBasedOnInvestmentIncome
Total Tax81TotalTax
Distributable Amount Before Adj5353DistributableAmountBeforeAdj
Distributable Amount Before Ded5353DistributableAmountBeforeDed
Distributable Amount As Adjusted5353DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions4800ExpensesAndContributions
Qualifying Distributions4800QualifyingDistributions
Adj Qualifying Distributions4800AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5353DistributableAmountAsAdjusted
Excess Distri Carryover Year46970ExcessDistriCarryoverYear4
Excess Distri Carryover Year36900ExcessDistriCarryoverYear3
Excess Distri Carryover Year21519ExcessDistriCarryoverYear2
Total Excess Distri Carryover15389TotalExcessDistriCarryover
Qualifying Distributions4800QualifyingDistributions
Applied To Current Year4800AppliedToCurrentYear
Excess Distri Cyov App CY Corpus553ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY553ExcessDistriCyovAppliedCY
Total Corpus14836TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year14836ExcessDistriCyovToNextYear
Excess From Year46417ExcessFromYear4
Excess From Year36900ExcessFromYear3
Excess From Year21519ExcessFromYear2

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameWAYNE R GEYERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1
CityE FALMOUTHCity
StateMAState
ZIP Code02536ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5085405797RecipientPhoneNumber
Form And Info And MaterialsNO SPECIAL FORM IS NEEDED. APPLICATION SHOULD INCLUDE SUMMARY OF SCOPE/ACTIVITIES.FormAndInfoAndMaterials
Submission DeadlinesGRANTS AWARDED ANNUALLY DECEMBER 1.SubmissionDeadlines
Restrictions On AwardsNONE.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
COTTAGE LAKE ELEMENTARY
15940 AVONDALE ROAD NEWOODINVILLEWA98077NONEC 3BENEFIT TO CHILDREN$1,500
KILDONAN SCHOOL
425 MORSE HILL ROADAMENIANY12501NONEC 3BENEFIT TO CHILDREN$1,500
SAVE THE SOUND CT FUND
142 TEMPLE STREETNEW HAVENCT06510NONEC 3BENEFIT TO CHILDREN$300
BROTHER WOLF ANIMAN RESCUE
31 GLENDALE AVENUEASHVILLENC28803NONEC 3BENEFIT TO ANIMALS$300
DIAN FOSSEY GORILLA FUND
800 CHEROKEE AVENUE SEATLANTAGA30315NONEC 3BENEFIT TO CHILDREN$300
FALMOUTH CHAMBER PLAYERS
25 VALLEY ROADFALMOUTHMA02540NONEC 3BENEFIT TO CHILDREN$300
ALZHEIMER'S ASSOC
225 N MICHIGAN AVENUECHICAGOIL60601NONEC 3BENEFIT OF ELDERLY AND FAMILY$600
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year4800TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,023ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$795ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$5,818ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA5818TotalPartXVIA

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)
CategoryTAX PREPARATIONCategory
Amount$750Amount
Net Investment Income750NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

WAYNE R GEYER
BARBARA G WATTS
THOMAS GEYER

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
MUTUAL FUNDS4389357599
PREFERRED STOCK6219062720

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
FILING FEES5050

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT ACCOUNT FEESCategory
Amount$65Amount
Net Investment Income65NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES 2011Category
Amount$57Amount
Net Investment Income57NetInvestmentIncome

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