THE EVAN AND SUSAN BAYH FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE EVAN AND SUSAN BAYH FOUNDATION INC (EIN 36-4510752)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349101968
- Schema version
- 2012v2.0
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T12:56:25-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keith W Fulk CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364510752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Evan and Susan Bayh Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVAN | NameControl |
| Phone | 2028282818 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Evan Bayh | Name |
| Title | Treas/Dir | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Keith W Fulk CPA | Name |
| PTIN | P01228414 | PTIN |
| Phone | 2028337319 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 507697 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15484 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15484 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14427 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 141101 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14427 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32919 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29919 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 4354 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 4354 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 260 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 5114 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4854 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18353 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18353 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 23467 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23207 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 9452 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 29919 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 15235 | CashBOY |
| Cash EOY | 10353 | CashEOY |
| Cash EOYFMV | 10353 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 17076 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 27546 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 27546 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds EOY | 49467 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 52462 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 372082 | InvestmentsOtherBOY |
| Investments Other EOY | 331379 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 417336 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 404393 | TotalAssetsBOY |
| Total Assets EOY | 418745 | TotalAssetsEOY |
| Total Assets EOYFMV | 507697 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 404393 | CapitalStockBOY |
| Capital Stock EOY | 418745 | CapitalStockEOY |
| Total Net Assets BOY | 404393 | TotalNetAssetsBOY |
| Total Net Assets EOY | 418745 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 404393 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 418745 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 404393 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 9452 | ExcessOfRevenueOverExpenses |
| Other Increases | 4900 | OtherIncreases |
| Subtotal | 418745 | Subtotal |
| Total Net Assets Fund Balances EOY | 418745 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | 2012-01-01 | 4053 | 4022 | 31 | 31 |
| Publicly Traded Securities | P | 2001-01-01 | 137048 | 122652 | 14396 | 14396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14427 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 598 | InvestmentIncomeExciseTax |
| Subtotal | 598 | Subtotal |
| Tax Based On Investment Income | 598 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Tax Due | 609 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 |
| Foreign Bank | false | ForeignBank |
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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| Charles S Salem III | ||||||
| c/o 2001 K Street Suite 400 | Washington | DC | 200061040 | Sec/Dir | 5.00 | 0 |
| Susan Bayh | ||||||
| c/o 2001 K Street Suitr 400 | Washington | DC | 200061040 | Pres/Dir | 5.00 | 0 |
| Evan Bayh | ||||||
| c/o 2001 K Street Suite 400 | Washington | DC | 200061040 | Treas/Dir | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 443997 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 54530 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 498527 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 498527 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7478 | CashDeemedCharitable |
| Net Noncharitable Assets | 491049 | NetNoncharitableAssets |
| Minimum Investment Return | 24552 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24552 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 598 | TaxBasedOnInvestmentIncome |
| Total Tax | 598 | TotalTax |
| Distributable Amount Before Adj | 23954 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 23954 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 23954 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23207 | ExpensesAndContributions |
| Qualifying Distributions | 23207 | QualifyingDistributions |
| Adj Qualifying Distributions | 23207 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23954 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 23207 | UndistributedIncomePriorYear |
| Qualifying Distributions | 23207 | QualifyingDistributions |
| Applied To Year1 | 23207 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Undistributed Income CY | 23954 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| St Albans School of Public Service | |||||||
| Mount St Alban | Washington | DC | 20016 | N/A | 509(a)(1) | Operations | $9,268 |
| Junior Tennis Champions Center | |||||||
| 5200 Paint Branch Parkway | Colleg Park | MD | 20740 | N/A | 509(a)(1) | Operations | $4,000 |
| Indiana University Foundation | |||||||
| PO Box 500 | Bloomington | IN | 47402 | N/A | 509(a)(1) | Operations | $5,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18353 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,484 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14427 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,492 | ExclusionAmount |
| Related Or Exempt Function Income | 14427 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29919 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | AFT | NameOfBond |
| EOY Book Value | 49467 | EOYBookValue |
| EOYFMV | 52462 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AMTG | AT COST | 24525 | 24652 |
| ARI | AT COST | 49724 | 48933 |
| AGTHX | AT COST | 51799 | 84049 |
| CWGIX | AT COST | ||
| CAIBX | AT COST | 129816 | 151158 |
| AMRMX | AT COST | 75515 | 108544 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Baker Daniels LLP | Category |
| Amount | $4,354 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4354 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2012 Check posted in 2013 | Description |
| Amount | $4,900 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Keith W. Fulk. CPA | Category |
| Amount | $500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes paid on 2011 net invesment income | Category |
| Amount | $260 | Amount |