THE BB GEYER FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: THE BB GEYER FOUNDATION (EIN 13-6161487)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-08
IRS object ID: 201132209349100403
Schema version: 2010v3.2
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-08T08:45:08-05:00	Timestamp
Tax Period End Date	2010-12-31	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	2010-01-01	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	2011-07-21	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	THERESA J CREEDEN CPA	Name
Phone	7813440850	Phone
Date Prepared	2011-07-21	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	110993	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
Total Revenue And Expenses	0	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	2400	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	2400	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	4400	InterestRevAndExpnss
Interest Net Invst Incm	4400	InterestNetInvstIncm
Other Expenses Rev And Expnss	50	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	50	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	6850	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	4400	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2450	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	4200	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	4200	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	11050	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	4400	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	6650	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-11050	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Investments Govt Oblig BOY	108973	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	103995	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	110993	InvestmentsGovtObligEOYFMV
Total Assets BOY	108973	TotalAssetsBOY
Total Assets EOY	103995	TotalAssetsEOY
Total Assets EOYFMV	110993	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	108973	RetainedEarningsBOY
Retained Earnings EOY	103995	RetainedEarningsEOY
Total Net Assets BOY	108973	TotalNetAssetsBOY
Total Net Assets EOY	103995	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	108973	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	103995	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	108973	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-11050	ExcessOfRevenueOverExpenses
Other Increases	6072	OtherIncreases
Subtotal	103995	Subtotal
Total Net Assets Fund Balances EOY	103995	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
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	JAMES B GEYER	BooksInCareOfPersonName
Books In Care Of Phone Number	4104729228	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2303 STOCKTON ROAD	AddressLine1
City	PHOENIX	City
State	MD	State
ZIP Code	21131	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	104175	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	104175	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	104175	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1563	CashDeemedCharitable
Net Noncharitable Assets	102612	NetNoncharitableAssets
Minimum Investment Return	5131	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	5131	MinimumInvestmentReturn
Distributable Amount Before Adj	5131	DistributableAmountBeforeAdj
Distributable Amount Before Ded	5131	DistributableAmountBeforeDed
Distributable Amount As Adjusted	5131	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	6650	ExpensesAndContributions
Qualifying Distributions	6650	QualifyingDistributions
Adj Qualifying Distributions	6650	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	5131	DistributableAmountAsAdjusted
Excess Distri Carryover Year3	3755	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	8350	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	6900	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	19005	TotalExcessDistriCarryover
Qualifying Distributions	6650	QualifyingDistributions
Applied To Current Year	5131	AppliedToCurrentYear
Remaining Distri From Corpus	1519	RemainingDistriFromCorpus
Total Corpus	20524	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	20524	ExcessDistriCyovToNextYear
Excess From Year3	3755	ExcessFromYear3
Excess From Year2	8350	ExcessFromYear2
Excess From Year1	6900	ExcessFromYear1
Excess From Current Year	1519	ExcessFromCurrentYear

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2	Business Name Line2RecipientBusinessName/BusinessNameLine2
FIRST PLACE
PO BOX 22536	SEATTLE	WA	98122	NONE	501(C)3	UNRESTRICTED	$1,500
CHILDREN'S TUMOR FOUNDATI
95 PINE STREET	NEW YORK	NY	10005	NONE	501(C)3	UNRESTRICTED	$1,500	16TH FLOOR
SAVE THE SOUND
142 TREMPLE STREET	NEW HAVEN	CT	06510	NONE	501(C)3	UNRESTRICTED	$300	3RD FLOOR	CONNECTICUT FUND THE ENVIROMENT
BROTHER WOLF ANIMAL RESCU
POBOX 8195	ASHEVILLE	NC	28814	NONE	501(C)3	UNRESTRICTED	$300
THE DIAN FOSSEY GORILLA
800 CHEROKEE AVE SE	ATLANTA	GA	30315	NONE	501(C)3	UNRESTRICTED	$300		FUND INTERNATIONAL
WOOD HOLE DAY CARTE CO-OP
24 SCHOOL STREET	WOOD HOLE	MA	02543	NONE	501(C)3	UNRESTRICTED	$300

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	4200	TotGrantOrContriPaidDuringYear

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)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$2,400	Amount
Disbursements Charitable Prps	2400	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

WAYNE R GEYER
BARBARA G WATTS
THOMAS GEYER

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
	50	50

Comments