THE EVAN AND SUSAN BAYH FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE EVAN AND SUSAN BAYH FOUNDATION INC (EIN 36-4510752)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431359349102333
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T14:55:00-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keith W Fulk CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 Monarch Lane | AddressLine1 |
| City | Annandale | City |
| State | VA | State |
| ZIP Code | 220031151 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 2028282818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o McGuire Woods LLP 2001 K St | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Evan Bayh | PersonNm |
| Person Title | Treas/Dir | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Keith W Fulk CPA | PreparerPersonNm |
| PTIN | P01228414 | PTIN |
| Phone | 2028337319 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $572,148 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,513 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,723 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $609 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,353 | CashBOYAmt |
| Cash EOY | $1,550 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $27,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $817 | SavAndTempCashInvstEOYAmt |
| Corporate Bonds BOY | $49,467 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $49,468 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,590 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $331,379 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $375,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $521,558 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $418,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $426,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $572,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $418,745 | CapitalStockBOYAmt |
| Capital Stock EOY | $426,836 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $418,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $426,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $418,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $426,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $418,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,091 | ExcessRevenueOverExpensesAmt |
| Subtotal | $426,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $426,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,513 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $652 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $652 | SubtotalAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $665 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| 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 | 2012 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Evan Bayh | ||||||
| c/o 2001 K Street Suite 400 | Washington | DC | 200061040 | Treas/Dir | 5.00 | $0 |
| Susan Bayh | ||||||
| c/o 2001 K Street Suitr 400 | Washington | DC | 200061040 | Pres/Dir | 5.00 | $0 |
| Charles S Salem III | ||||||
| c/o 2001 K Street Suite 400 | Washington | DC | 200061040 | 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 | $522,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $540,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $540,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $532,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $652 | TotalTaxAmt |
| Distributable Before Adj | $25,961 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,961 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $23,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,954 | UndistributedIncomePYAmt |
| Qualifying Distributions | $23,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,500 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Taxable2 | $454 | Taxable2Amt |
| Undistributed Income CY | $25,961 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Indiana University Foundation | |||||||
| PO Box 500 | Bloomington | IN | 47402 | N/A | 509(a)(1) | Operations | $3,000 |
| Junior Tennis Champions Center | |||||||
| 5200 Paint Branch Parkway | College Park | MD | 20740 | N/A | 509(a)(1) | Operations | $3,000 |
| St Albans School of Public Service | |||||||
| Mount St Alban | Washington | DC | 20016 | N/A | 509(a)(1) | Operations | $14,900 |
| Clinton Foundation | |||||||
| 77 Water Street | New York | NY | 10005 | N/A | 501(c)(3) | Operations | $2,000 |
| University of Virginia Law Foundati | |||||||
| 580 Massie Road | Charlottesville | VA | 22903 | N/A | 509(a)(1) | Operations | $100 |
| Phi Kappa Psi Foundation | |||||||
| 5395 Emerson Way | Indianapolis | IN | 46226 | N/A | 509(a)(1) | Operations | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,513 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,513 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,333 | 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 | $50,590 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMRMX | AT COST | $80,895 | $138,844 |
| CAIBX | AT COST | $135,535 | $173,686 |
| AGTHX | AT COST | $58,860 | $112,449 |
| ARI | AT COST | $35,962 | $35,913 |
| AMTG | AT COST | $11,670 | $8,587 |
| Appollo Credit Fund Co Investors LP | AT COST | $52,079 | $52,079 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Expense | Desc |
| Revenue And Expenses Per Books | $126 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on 2012 Investment Income | CategoryTxt |
| Amt | $609 | Amt |