STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE EVAN AND SUSAN BAYH FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE EVAN AND SUSAN BAYH FOUNDATION INC (EIN 36-4510752)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201531359349102163
Schema version
2014v5.0
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)
Return2015-05-15T12:08:12-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Keith W Fulk CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13340 Monarch LaneAddressLine1Txt
CityAnnandaleCityNm
State AbbreviationVAStateAbbreviationCd
ZIP220031151ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364510752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Evan and Susan Bayh Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVANBusinessNameControlTxt
Phone2028282818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o McGuire Woods LLP 2001 K StAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEvan BayhPersonNm
Person TitleTreas/DirPersonTitleTxt
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKeith W Fulk CPAPreparerPersonNm
PTINP01228414PTIN
Phone7039943195PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$565,864FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,053InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,053InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,053InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$24,133DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,133DividendsNetInvstIncmAmt
Dividends Adj Net Incm$24,133DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$36,503NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,503CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$905OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$905OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$63,594TotalRevAndExpnssAmt
Total Net Invst Incm$62,594TotalNetInvstIncmAmt
Total Adj Net Incm$25,186TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Interest Rev And Expnss$152InterestRevAndExpnssAmt
Interest Net Invst Incm$152InterestNetInvstIncmAmt
Taxes Rev And Expnss$665TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$313OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$313OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,630TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$465TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,415ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,415ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$465TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,415TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,549ExcessRevenueOverExpensesAmt
Net Investment Income$62,129NetInvestmentIncomeAmt
Adjusted Net Income$25,186AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,550CashBOYAmt
Cash EOY$5CashEOYAmt
Sav And Temp Cash Invst BOY$817SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,903SavAndTempCashInvstEOYAmt
Corporate Bonds BOY$49,468CorporateBondsBOYAmt
Corporate Bonds EOY$49,468CorporateBondsEOYAmt
Corporate Bonds EOYFMV$46,481CorporateBondsEOYFMVAmt
Other Investments BOY$375,001OtherInvestmentsBOYAmt
Other Investments EOY$389,009OtherInvestmentsEOYAmt
Other Investments EOYFMV$519,383OtherInvestmentsEOYFMVAmt
Total Assets BOY$426,836TotalAssetsBOYAmt
Total Assets EOY$462,385TotalAssetsEOYAmt
Total Assets EOYFMV$565,864TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$426,836CapitalStockBOYAmt
Capital Stock EOY$462,385CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$426,836TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$462,385TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$426,836TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$462,385TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$426,836TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,549ExcessRevenueOverExpensesAmt
Subtotal$462,385SubtotalAmt
Tot Net Ast Or Fund Balances EOY$462,385TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$36,503CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,243InvestmentIncomeExciseTaxAmt
Subtotal$1,243SubtotalAmt
Tax Based On Investment Income$1,243TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Tax Due$1,258TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Evan Bayh
c/o 2001 K Street Suite 400WashingtonDC200061040Treas/Dir5.00$0
Susan Bayh
c/o 2001 K Street Suitr 400WashingtonDC200061040Pres/Dir5.00$0
Christi S Mayer
c/o 2001 K Street Suite 400WashingtonDC200061040Sec/Dir5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$559,996AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,656AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$591,652TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$591,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,875CashDeemedCharitableAmt
Net Vl Noncharitable Assets$582,777NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,139MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,139MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,243TaxBasedOnInvestmentIncomeAmt
Total Tax$1,243TotalTaxAmt
Distributable Before Adj$27,896DistributableBeforeAdjAmt
Distributable Before Ded$27,896DistributableBeforeDedAmt
Distributable As Adjusted$27,896DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,415ExpensesAndContributionsAmt
Qualifying Distributions$26,415QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,415AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,896DistributableAsAdjustedAmt
Undistributed Income PY$25,961UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Total For Prior Years$454TotalForPriorYearsAmt
Qualifying Distributions$26,415QualifyingDistributionsAmt
Applied To Year1$25,961AppliedToYear1Amt
Applied To Prior Years$454AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$27,896UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Indiana University Foundation
PO Box 500BloomingtonIN47402N/A509(a)(1)Operations$13,915
St Albans School of Public Service
Mount St AlbanWashingtonDC20016N/A509(a)(1)Operations$4,900
Clinton Foundation
77 Water StreetNew YorkNY10005N/A501(c)(3)Operations$2,000
University of Virginia Law Foundati
580 Massie RoadCharlottesvilleVA22903N/A509(a)(1)Operations$100
Phi Kappa Psi Foundation
5395 Emerson WayIndianapolisIN46226N/A509(a)(1)Operations$2,000
Harvard University
124 Mount Auburn StreetCambridgeMA02138N/APCOperations$1,000
Friends of Harvard
65 North Harvard StreetBostonMA02163N/APCOperations$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,415TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,053ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,133ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$905ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,503RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,091ExclusionAmt
Related Or Exempt Function Incm$36,503RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,594TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation FeeCategoryTxt
Amt$500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMRMXAT COST$86,016$153,220
CAIBXAT COST$150,535$191,350
AGTHXAT COST$31,852$51,821
ARIAT COST$35,626$36,156
AMTGAT COST$11,670$9,162
Appollo Credit Fund Co Investors LPAT COST$48,599$55,414
AINVAT COST$24,711$22,260

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment ExpenseDesc
Revenue And Expenses Per Books$313RevenueAndExpensesPerBooksAmt
Net Investment Income$313NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$905RevenueAndExpensesPerBooksAmt
Net Investment Income$905NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTax on 2013 Investment IncomeCategoryTxt
Amt$665Amt