THE BB GEYER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE BB GEYER FOUNDATION (EIN 13-6161487)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-06
- IRS object ID
- 201241589349100004
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-06T09:05:45-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDBERG & CREEDEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 PAGE ST STE 2 | AddressLine1 |
| City | STOUGHTON | City |
| State | MA | State |
| ZIP Code | 020721172 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136161487 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BB GEYER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BBGE | NameControl |
| Phone | 5082892868 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 353 BLACKSMITH SHOP ROAD | AddressLine1 |
| City | E FALMOUTH | City |
| State | MA | State |
| ZIP Code | 02536 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WAYNE GEYER | Name |
| Title | TRUSTEE | Title |
| Phone | 5082892868 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA J CREEDEN CPA | Name |
| Phone | 7813440850 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 100339 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5039 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5039 | InterestOnSavingsNetInvstIncm |
| Total Revenue And Expenses | 5039 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5039 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 750 | AccountingFeesNetInvstIncm |
| Interest Rev And Expnss | 1336 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1336 | InterestNetInvstIncm |
| Other Expenses Rev And Expnss | 115 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 115 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 2201 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2201 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2201 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2201 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2838 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2838 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1 | CashEOY |
| Investments Corp Stock BOY | 103995 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 106832 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 100339 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 103995 | TotalAssetsBOY |
| Total Assets EOY | 106833 | TotalAssetsEOY |
| Total Assets EOYFMV | 100339 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 103995 | RetainedEarningsBOY |
| Retained Earnings EOY | 106833 | RetainedEarningsEOY |
| Total Net Assets BOY | 103995 | TotalNetAssetsBOY |
| Total Net Assets EOY | 106833 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 103995 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 106833 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 103995 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2838 | ExcessOfRevenueOverExpenses |
| Subtotal | 106833 | Subtotal |
| Total Net Assets Fund Balances EOY | 106833 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6650 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 102612 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064807 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.064807 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064807 | AverageDistributionRatio |
| Net Noncharitable Assets | 103833 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6729 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 28 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6757 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 57 | InvestmentIncomeExciseTax |
| Subtotal | 57 | Subtotal |
| Tax Based On Investment Income | 57 | TaxBasedOnInvestmentIncome |
| Tax Due | 57 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WAYNE GEYER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5082892868 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 353 BLACKSMITH SHOP ROAD | AddressLine1 |
| City | E FALMOUTH | City |
| State | MA | State |
| ZIP Code | 02536 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WAYNE R GEYER | ||||||||
| 353 BLACKSMITH SHOP ROAD | E FALMOUTH | MA | 02536 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| BARBARA G WATTS | ||||||||
| 1200 BAYLISS DRIVE | ALEXANDRIA | VA | 22302 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| THOMAS GEYER | ||||||||
| 21311 HIGH ROCK ROAD | MONROE | WA | 98272 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 105414 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 105414 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 105414 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1581 | CashDeemedCharitable |
| Net Noncharitable Assets | 103833 | NetNoncharitableAssets |
| Minimum Investment Return | 5192 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5192 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 57 | TaxBasedOnInvestmentIncome |
| Total Tax | 57 | TotalTax |
| Distributable Amount Before Adj | 5135 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5135 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5135 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Qualifying Distributions | 0 | QualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5135 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 3755 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 8350 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6900 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1519 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 20524 | TotalExcessDistriCarryover |
| Excess Distri Cyov App CY Corpus | 5135 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 5135 | ExcessDistriCyovAppliedCY |
| Total Corpus | 15389 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 15389 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 6970 | ExcessFromYear3 |
| Excess From Year2 | 6900 | ExcessFromYear2 |
| Excess From Year1 | 1519 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WAYNE R GEYER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 353 BLACKSMITH SHOP ROAD | AddressLine1 |
| City | E FALMOUTH | City |
| State | MA | State |
| ZIP Code | 02536 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5085405797 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIAL FORM IS NEEDED. APPLICATION SHOULD INCLUDE SUMMARY OF SCOPE/ACTIVITIES. | FormAndInfoAndMaterials |
| Submission Deadlines | GRANTS AWARDED ANNUALLY DECEMBER 1. | SubmissionDeadlines |
| Restrictions On Awards | NONE. | RestrictionsOnAwards |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,039 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,039 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5039 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $750 | Amount |
| Net Investment Income | 750 | NetInvestmentIncome |
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 StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 44642 | 46194 |
| PREFERRED STOCK | 62190 | 54145 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| FILING FEES | 115 | 115 |
Comments