The Geri Bauer Foundation Inc C/o Kurt Kiess

Nonprofit profile at a glance

EIN
134091905
IRS 990-PF coverage
2011–2023
Forms available
Form 990-PF 2023
Location
Bridgehampton, NY, USA
Phone
6315377769
Rating
88
Verdict
STRONG
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$0
Expenses
$9,050

Source: IRS Form 990-PF. Selected filing: tax year 2023. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2023

The foundation reported 1 filed grant row totaling $5,000. The stated grant purpose was support for filmmakers.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this foundation funds its work.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. A relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 55
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 69

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 46th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 55.2%; rating input score 55; 54th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 8; rating input score 100

Endowment Health

  • Endowment-health comparison: 5.34; rating input score 69; 69th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 69th percentile for endowment coverage
  • Consistency: 8 of 8 current checks pass
  • Filing history: 13 filing years from 2011 to 2023
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Cost Efficiency: Grant expense ratio scored 55/100.