CHARLES M BAUERVIC FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES M BAUERVIC FOUNDATION INC (EIN 38-6146352)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349103575
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T13:05:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J LIPP CPA | PreparerPersonNm |
| PTIN | P00407256 | PTIN |
| Phone | 2319463230 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,917,735 | 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 | $43,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $280,569 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,074 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,971 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $117,419 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,710 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,709 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,760 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,880 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,880 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,736 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,189 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $137 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,312 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,656 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,656 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,988 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,647 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,081 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$183,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,464 | CashBOYAmt |
| Cash EOY | $26,865 | CashEOYAmt |
| Cash EOYFMV | $26,865 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,909 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $673,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $589,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $988,849 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $836,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $712,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $878,112 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,387 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,536,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,352,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,917,735 | 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 | -$457,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$640,859 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,536,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,352,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,536,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,352,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,536,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$183,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $200 | OtherIncreasesAmt |
| Subtotal | $1,352,768 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,352,768 | 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 |
|---|---|---|---|---|---|
| FIDELITY ST NON-COVERED | P | $31,441 | $29,490 | $1,951 | $1,951 |
| FIDELITY LT NON-COVERED | P | $127,706 | $109,672 | $18,034 | $18,034 |
| JPM LONG TERM NON-COVERED | P | $30,457 | $62,435 | -$31,978 | -$31,978 |
| FRANKLIN TEMPLETON | P | $7,044 | $7,044 | $7,044 | |
| AMERICAN CENTURY GLOBAL GOLD | P | $77,611 | $72,898 | $4,713 | $4,713 |
| CAPITAL GAINS DIVIDENDS | P | $6,310 | $6,310 | $6,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,074 | 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 | $88,800 | $0 | $0 |
| BEVERLY D SEWELL | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | VICE PRESIDENT | 1.00 | $595 | $0 | $0 |
| THEODORE LEONARD | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | TREASURER | 5.00 | $12,595 | $0 | $0 |
| KATHRYN R BOLTON | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | SECRETARY | 8.00 | $12,644 | $0 | $0 |
| JOHN C LEONARD | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | DIRECTOR | 1.00 | $595 | $0 | $0 |
| TIMOTHY J LEONARD | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | DIRECTOR | 1.00 | $595 | $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 | $1,474,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $435,915 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,965,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,965,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,936,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,822 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $96,822 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,822 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,822 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,081 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,081 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,696 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,010 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,948 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $166,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,081 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,259 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $220,140 | 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 | $26,696 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $193,444 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,521 | ExcessFromYear4Amt |
| Excess From Year3 | $37,010 | ExcessFromYear3Amt |
| Excess From Year2 | $41,948 | ExcessFromYear2Amt |
| Excess From Year1 | $34,706 | ExcessFromYear1Amt |
| Excess From Current Year | $53,259 | 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 (17 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 | ELEMENTARY MATH BOOK CREATION | $10,000 |
| CEDAR CLASSICAL ACADEMY | |||||||
| 7520 WESTSHIRE DRIVE | LANSING | MI | 48917 | NONE | PC | WHITEBOARD, PROJECTORS AND SCHOOL EQUIPMENT | $3,500 |
| CHRISTENDOM COLLEGE | |||||||
| 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | NONE | PC | SCIENCE MAJOR LABORATORY MATERIALS | $6,000 |
| GREAT LAKES CHILDREN'S MUSEUM | |||||||
| 3200 W SOUTH AIRPORT RD SUITE 340 | TRAVERSE CITY | MI | 49684 | NONE | PC | CONSTRUCTION DISPLAY | $500 |
| HARMEL ACADEMY OF THE TRADES | |||||||
| 3333 E BELTLINE RD | GRAND RAPIDS | MI | 49525 | NONE | PC | SKILLED STEWARDSHIP PROGRAM AND ORATORY MATERIALS | $6,000 |
| 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 & CIVICS MODULE PILOT | $6,000 |
| NATIONAL CENTER FOR HOMEOPATHY | |||||||
| PO BOX 1856 | CLARKSBURG | MD | 20871 | NONE | PC | EDUCATIONAL COURSE DEVELOPMENT & PUBLICATION | $6,000 |
| 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 & EQUIPMENT FOR PHYSICS CLASSROOM | $4,000 |
| SACRED HEART ACADEMY | |||||||
| 1200 DAYTON SW | GRAND RAPIDS | MI | 49504 | NONE | PC | EXPANSION OF GOOD SHEPHERD PROGRAM | $5,000 |
| ST MARY SCHOOL- LAKE LEELANAU | |||||||
| PO BOX 340 | LAKE LEELANAU | MI | 49653 | NONE | PC | CERTIPORT LICENSING; BUSINESS PROFESSIONALS OF AMERICA | $3,000 |
| ST MICHAEL HIGH SCHOOL | |||||||
| PO BOX 428 | PETOSKEY | MI | 49770 | NONE | PC | COMPUTER PURCHASES FOR SCHOOL PAPER | $2,000 |
| WYOMING CATHOLIC COLLEGE | |||||||
| 306 MAIN STREET | LANDER | WY | 82520 | NONE | PC | OUTDOOR CLASSROOM FURNITURE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,000 | 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 | $43,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,074 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,971 | 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 | $7,925 | Amt |
| Net Investment Income | $6,736 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,189 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY MUTUAL FUNDS | $202,097 | $220,175 |
| AMEREN CORP | $65,818 | $213,936 |
| ANGLO AMERN PLATINUM | $998 | $1,158 |
| ANGLO AMERN PLC ADR | $1,651 | $3,687 |
| CLOROX CO | $4,660 | $4,060 |
| DENISON MINES INC COM | $3,548 | $4,628 |
| DUKE ENERGY CORP | $108,275 | $242,092 |
| FORD MOTOR CO | $2,252 | $1,980 |
| GREEN SHIFT COMMIDITIES | $1,909 | $3 |
| META MATLS INC-COMMON | $1,622 | $0 |
| NEWMONT MINING | $941 | $2,233 |
| NEXGOLD MNG CORP | $686 | $126 |
| PHUNWARE INC | $4,395 | $1,066 |
| SMUCKER J M COMPANY | $4,920 | $4,405 |
| SOUTHERN CO | $129,238 | $246,960 |
| SOUTHERN COPPER CORP | $1,684 | $4,830 |
| TRUMP MEDIA & TECHNOLOGY | $54,318 | $37,510 |
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 | $469,914 |
| AMER CENTURY CAPITAL PRESERV | AT COST | $672 | $672 |
| AMER CENTURY GLOBAL GOLD | AT COST | $107 | $111 |
| AMER CENTURY INFLATION-ADJ BOND | AT COST | $14,530 | $11,962 |
| FRANKLIN TEMP MUTUAL QUEST FD | AT COST | $266,054 | $150,982 |
| FRANKLIN TEMP MUTUAL SHARES FD | AT COST | $82,068 | $115,209 |
| FIDELITY ETPS | AT COST | $110,315 | $129,262 |
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 | $8,990 | $4,495 | $4,495 |
| INSURANCE | $4,245 | $2,122 | $2,123 |
| TELEPHONE | $1,895 | $947 | $948 |
| INVESTMENT FEES | $4,696 | $4,696 | $0 |
| DUES AND SUBSCRIPTIONS | $162 | $81 | $81 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $137 | Amt |
| Net Investment Income | $137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |