CHARLES M BAUERVIC FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES M BAUERVIC FOUNDATION INC (EIN 38-6146352)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349104551
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:56:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILLIKEN PLACE 107 S CASS STE A | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386146352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES M BAUERVIC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2312716885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10260 EAST HILLTOP ROAD | AddressLine1Txt |
| City | SUTTONS BAY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49682 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA LEONARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2312716885 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | LEONARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J LIPP CPA | PreparerPersonNm |
| PTIN | P00407256 | PTIN |
| Phone | 2319463230 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,831,137 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,763 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,927 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,845 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,922 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,923 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,876 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,938 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,938 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,158 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,634 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,524 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $127 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,710 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,355 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,355 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,393 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,385 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,522 | CashBOYAmt |
| Cash EOY | $9,464 | CashEOYAmt |
| Cash EOYFMV | $9,464 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,149 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $726,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $673,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $922,696 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $924,396 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $836,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $881,828 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,387 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,689,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,536,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,831,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,993,627 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,993,627 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$304,012 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$457,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,689,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,689,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,536,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,689,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,385 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,536,230 | SubtotalAmt |
| Other Decreases | $92 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM SHORT TERM NON-COVERED | P | $4,917 | $5,997 | -$1,080 | -$1,080 |
| JPM LONG TERM NON-COVERED | P | $30,813 | $19,021 | $11,792 | $11,792 |
| FIDELITY ST NON-COVERED | P | $20,514 | $20,327 | $187 | $187 |
| FIDELITY LT NON-COVERED | P | $79,194 | $86,493 | -$7,299 | -$7,299 |
| FRANKLIN TEMPLETON | P | $5,130 | $5,130 | $5,130 | |
| CAPITAL GAINS DIVIDENDS | P | $3,033 | $3,033 | $3,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,763 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,600 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHRYN BOLTON | IndividualWithBooksNm |
| Phone | 2312716885 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10260 EAST HILLTOP | AddressLine1Txt |
| City | SUTTONS BAY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA LEONARD | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | PRESIDENT | 32.00 | $90,300 | $0 | $0 |
| BEVERLY D SEWELL | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | VICE PRESIDENT | 1.00 | $599 | $0 | $0 |
| THEODORE LEONARD | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | TREASURER | 5.00 | $11,099 | $0 | $0 |
| KATHRYN R BOLTON | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | SECRETARY | 8.00 | $12,649 | $0 | $0 |
| JOHN C LEONARD | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | DIRECTOR | 1.00 | $599 | $0 | $0 |
| TIMOTHY J LEONARD | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | DIRECTOR | 1.00 | $599 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,472,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $356,173 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,884,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,884,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,856,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,802 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $92,802 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,802 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,802 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,508 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,010 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,948 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,508 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,706 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $209,090 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $42,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $166,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,696 | ExcessFromYear4Amt |
| Excess From Year3 | $26,521 | ExcessFromYear3Amt |
| Excess From Year2 | $37,010 | ExcessFromYear2Amt |
| Excess From Year1 | $41,948 | ExcessFromYear1Amt |
| Excess From Current Year | $34,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXEC DIR CHARLES M BAUERVIC FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10260 E HILLTOP RD | AddressLine1Txt |
| City | SUTTONS BAY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2312716885 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION AS REQUIRED TO COMPLETE THE GRANT APPLICATION AVAILABLE FROM CHARLES M BAUERVIC FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY APRIL 30TH OF THE YEAR FOR WHICH THE GRANT IS REQUESTED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE, EXCEPT UNDER TERMS OF ITS ARTICLES OF INCORPORATION: THE FOUNDATION IS TO AWARD GRANTS ESSENTIALLY FOR EDUCATIONAL PURPOSES (WITH EMPHASIS IN MICHIGAN). GRANTS ARE NOT AWARDED FOR SCHOLARSHIP SUPPORT. *PART 2A - GRANTS ARE GIVEN ONLY TO QUALIFIED CHARITIES WHICH ARE 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION FOR PRO-LIFE OBSTETRICIANS AND GYNECOLOGISTS | |||||||
| 1025 W RUDISILL BLVD BOX 28 | FORT WAYNE | IN | 46807 | NONE | PC | EDUCATIONAL MATERIALS FOR PRACTITIONERS & STUDENTS | $1,000 |
| AMERICAN OPINION FOUNDATION (FREEDOMPROJECT ACADEMY - FPA) | |||||||
| 750 N HICKORY LANE | APPLETON | WI | 54914 | NONE | PC | REMEDIAL READING PROGRAM | $5,000 |
| CAMP QUALITY MICHIGAN | |||||||
| PO BOX 345 | BOYNE CITY | MI | 49712 | NONE | PC | CRAFT SUPPLIES FOR CAMPERS | $1,000 |
| CEDAR CLASSICAL ACADEMY | |||||||
| 7520 WESTSHIRE DRIVE | LANSING | MI | 48917 | NONE | PC | CHOIR CHAIRS | $2,000 |
| CHRISTENDOM COLLEGE | |||||||
| 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | NONE | PC | EDUCATIONAL OUTREACH PUBLICATION | $5,000 |
| HARMEL ACADEMY OF THE TRADES | |||||||
| 3333 E BELTLINE RD | GRAND RAPIDS | MI | 49525 | NONE | PC | SKILLED STEWARDSHIP PROGRAM | $4,000 |
| HILLSDALE COLLEGE ACADEMY | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | BOOKS & EQUIPMENT FOR CLASSROOMS | $12,000 |
| HOMEOPATHIC PHARMOCOPOEIA OF US | |||||||
| 50 APPLEWOOD DRIVE | WOODSTOCK | CT | 06281 | NONE | PC | HOMEOPATHIC PHARMOCOPOEIA DEVELOPMENT | $500 |
| LEADERSHIP INSTITUTE THE | |||||||
| 1101 N HIGHLIGHT STREET | ARLINGTON | VA | 22201 | NONE | PC | CAMPUS LEADERSHIP PROJECT MATERIALS | $7,000 |
| MACKINAC CENTER FOR PUBLIC POLICY | |||||||
| 140 W MAIN STREET | MIDLAND | MI | 48640 | NONE | PC | EDUCATIONAL VIDEO SERIES | $5,000 |
| REGINA HIGH SCHOOL | |||||||
| 13900 MASONIC BLVD | WARREN | MI | 48088 | NONE | PC | STEM CLASSROOM EQUIPMENT | $1,500 |
| RONCALLI HIGH SCHOOL | |||||||
| 3300 PRAGUE ROAD | INDIANAPOLIS | IN | 46227 | NONE | PC | VIRTUAL LEARNING SOFTWARE FOR PHYSICS CLASSROOM | $4,000 |
| SACRED HEART ACADEMY | |||||||
| 1200 DAYTON SW | GRAND RAPIDS | MI | 49504 | NONE | PC | CLASSROOM TABLES & CHAIRS | $2,000 |
| SETON HOME STUDY SCHOOL | |||||||
| 1350 PROGRESS DRIVE | FRONT ROYAL | VA | 22630 | NONE | PC | CATHOLIC APOLOGETICS COURSE REPRINT | $3,000 |
| ST MARY SCHOOL- LAKE LEELANAU | |||||||
| PO BOX 340 | LAKE LEELANAU | MI | 49653 | NONE | PC | ENTREPRENEURIAL CONTEST; CERTIPORT LICENSING; BUSINESS PROFESSIONALS OF AMERICA; THEATRE PROGRAM | $5,000 |
| NATIONAL CENTER FOR HOMEOPATHY | |||||||
| PO BOX 1856 | CLARKSBURG | MD | 20871 | NONE | PC | EDUCATIONAL MATERIALS PRINTING | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,763 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,927 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,158 | Amt |
| Net Investment Income | $8,634 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,524 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY MUTUAL FUNDS | $242,295 | $256,106 |
| AMEREN CORP | $65,816 | $173,616 |
| ANGLO AMERN PLATINUM | $998 | $1,984 |
| ANGLO AMERN PLC ADR | $1,651 | $3,120 |
| BLACKBERRY LTD | $6,900 | $1,770 |
| BLINK CHARGING CO | $7,388 | $509 |
| CLOROX CO | $4,660 | $3,565 |
| DENISON MINES INC COM | $43,512 | $19,596 |
| DIGITAL WORLD | $40,205 | $12,250 |
| DUKE ENERGY CORP | $108,275 | $218,049 |
| GREEN SHIFT COMMIDITIES | $1,909 | $6 |
| HERTZ GLOBAL HOLDINGS INC | $1,148 | $468 |
| META MATLS INC-COMMON | $1,622 | $83 |
| NEWMONT MINING | $940 | $2,483 |
| PHUNWARE INC | $2,288 | $21 |
| SMUCKER J M COMPANY | $4,920 | $5,055 |
| SOUTHERN CO | $129,237 | $210,360 |
| SOUTHERN COPPER CORP | $4,861 | $13,169 |
| TREASURY METALS | $643 | $137 |
| WHEELS UP EXPERIENCE INC | $3,077 | $120 |
| ORION OFFICE REIT INC | $813 | $229 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRECIOUS METALS | AT COST | $239,236 | $372,542 |
| AMER CENTURY CAPITAL PRESERV | AT COST | $641 | $641 |
| AMER CENTURY GLOBAL GOLD | AT COST | $72,783 | $63,002 |
| AMER CENTURY INFLATION-ADJ BOND | AT COST | $14,273 | $11,764 |
| FRANKLIN TEMP MUTUAL QUEST FD | AT COST | $303,724 | $182,649 |
| FRANKLIN TEMP MUTUAL SHARES FD | AT COST | $116,836 | $146,575 |
| FIDELITY ETPS | AT COST | $88,874 | $104,655 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $92 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE & POSTAGE | -$4,856 | -$2,428 | -$2,428 |
| INSURANCE | $4,185 | $2,092 | $2,093 |
| TELEPHONE | $1,929 | $964 | $965 |
| INVESTMENT FEES | $4,627 | $4,627 | $0 |
| DUES AND SUBSCRIPTIONS | $276 | $138 | $138 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $127 | $127 | $0 |
| EXCISE TAXES | $5,435 | $0 | $0 |