THE EVAN AND SUSAN BAYH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE EVAN AND SUSAN BAYH FOUNDATION INC (EIN 36-4510752)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349102702
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:02:49-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 344383141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keith W Fulk CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 Monarch Lane | AddressLine1Txt |
| City | Annandale | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364510752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Evan and Susan Bayh Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 2027470787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8867 Cherokee Rose Way | AddressLine1Txt |
| City | Lorton | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Evan Bayh | PersonNm |
| Person Title | Treas/Dir | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Evan | PersonFirstNm |
| Person Last | Bayh | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Keith W Fulk | PreparerPersonNm |
| PTIN | P01228414 | PTIN |
| Phone | 7039943195 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $618,752 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,648 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,648 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,648 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,107 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,107 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,786 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $219 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $19,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,755 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,755 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $500 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $500 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $500 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,255 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,030 | CashBOYAmt |
| Cash EOYFMV | $20,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $30,774 | SavAndTempCashInvstEOYAmt |
| Corporate Bonds BOY | $49,468 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $49,468 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $40,247 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $402,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $407,777 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $558,034 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $485,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $488,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $618,752 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $485,331 | CapitalStockBOYAmt |
| Capital Stock EOY | $488,019 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $485,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $488,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $488,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $485,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $488,019 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $488,019 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $372 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $372 | SubtotalAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $628 | OverpaymentAmt |
| Applied To ES Tax | $628 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cozen OConnor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027470787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 19th St NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Evan Bayh | ||||||
| Cozen OConnor1200 19th St NW | Washington | DC | 20036 | Treas/Dir | 5.00 | $0 |
| Susan Bayh | ||||||
| Cozen OConnor1200 19th St NW | Washington | DC | 20036 | Pres/Dir | 5.00 | $0 |
| Christi S Mayer | ||||||
| Cozen OConnor1200 19th St NW | Washington | DC | 20036 | Sec/Dir | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $543,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $559,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $551,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $372 | TotalTaxAmt |
| Distributable Before Adj | $27,183 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,183 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,183 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $16,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,979 | UndistributedIncomePYAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,000 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Taxable2 | $9,979 | Taxable2Amt |
| Undistributed Income CY | $27,183 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Indiana University Foundation | |||||||
| PO Box 500 | Bloomington | IN | 47402 | N/A | PC | Operations | $10,000 |
| St Albans School of Public Service | |||||||
| Mount St Alban | Washington | DC | 20016 | N/A | PC | Operations | $4,000 |
| University of Virginia Law Foundati | |||||||
| 580 Massie Road | Charlottesville | VA | 22903 | N/A | 509(a)(1) | Operations | $1,000 |
| Harvard University | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | N/A | PC | Operations | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,648 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,107 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $219 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7,786 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,188 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | AFT | BondNm |
| EOY Book Value | $49,468 | EOYBookValueAmt |
| EOYFMV | $40,247 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMRMX | AT COST | $92,010 | $192,082 |
| CAIBX | AT COST | $156,023 | $207,942 |
| AGTHX | AT COST | $35,970 | $88,768 |
| ARI | AT COST | $52,510 | $37,263 |
| Appollo Credit Fund Co Investors LP | AT COST | $49,311 | $21,354 |
| AINV | AT COST | $21,953 | $10,625 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Preparation Fee | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $219 | RevenueAndExpensesPerBooksAmt |