CHARLES M BAUERVIC FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES M BAUERVIC FOUNDATION INC (EIN 38-6146352)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349102663
- Schema version
- 2021v4.2
- 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 | 2022-11-14T10:36:14-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-11 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY R BROGLEY CPA | PreparerPersonNm |
| PTIN | P00053778 | PTIN |
| Phone | 2319463230 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,304,725 | 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 | $52,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $750,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,181 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,775 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,888 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,887 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,170 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,085 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,085 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,284 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $756 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,399 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,200 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,199 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,754 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,507 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,073 | CashBOYAmt |
| Cash EOY | $51,277 | CashEOYAmt |
| Cash EOYFMV | $51,277 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $134,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $691,014 | CorporateStockBOYAmt |
| Corporate Stock EOY | $825,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,201,490 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,046,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $931,617 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,000,309 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,387 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,873,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,859,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,304,725 | 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 | -$120,516 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$133,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,873,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,859,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,873,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,859,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,873,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,358 | OtherIncreasesAmt |
| Subtotal | $1,859,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,859,792 | 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 LONG TERM | P | $67,244 | $13,032 | $54,212 | $54,212 |
| JPM SHORT TERM | P | $357,207 | $304,279 | $52,928 | $52,928 |
| FIDELITY LONG TERM | P | $26,572 | $27,210 | -$638 | -$638 |
| FIDELITY SHORT TERM | P | $268,644 | $266,845 | $1,799 | $1,799 |
| FRANKLIN TEMPLETON LONG TERM | P | $13,765 | $13,765 | $13,765 | |
| CAPITAL GAINS DIVIDENDS | P | $17,036 | $17,036 | $17,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,102 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,566 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,566 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,566 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,080 | 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 | $2,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $513 | OverpaymentAmt |
| Applied To ES Tax | $513 | 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 | $94,800 | $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 | $6,595 | $0 | $0 |
| KATHRYN R BOLTON | ||||||||
| 10260 EAST HILLTOP ROAD | SUTTONS BAY | MI | 49682 | SECRETARY | 8.00 | $12,595 | $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 | $1,696,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $314,884 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,253,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,253,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,219,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,566 | TotalTaxAmt |
| Distributable Before Adj | $109,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,424 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,434 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,434 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $20,736 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,696 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,162 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,172 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $153,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,736 | ExcessFromYear4Amt |
| Excess From Year3 | $42,209 | ExcessFromYear3Amt |
| Excess From Year2 | $26,696 | ExcessFromYear2Amt |
| Excess From Year1 | $26,521 | ExcessFromYear1Amt |
| Excess From Current Year | $37,010 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION FOR PRO-LIFE OBSTETRICIANS AND GYNECOLOGISTS | ||||||
| PO BOX 395 | EAU CLAIRE | MI | 49111 | PC | UNDERGRADUATE STUDENT CONFERENCE SUPPORT | $500 |
| AMERICAN OPINION FOUNDATION (FREEDOMPROJECT ACADEMY - FPA) | ||||||
| 750 N HICKORY LANE | APPLETON | WI | 54914 | PC | EXPANSION OF ANYTIME ACADEMY PROGRAM | $3,000 |
| CAMP QUALITY MICHIGAN | ||||||
| PO BOX 345 | BOYNE CITY | MI | 49712 | PC | CRAFT SUPPLIES FOR CAMPERS | $1,000 |
| CEDAR CLASSICAL ACADEMY | ||||||
| 3654 OKEMOS RD STE 200 | OKEMOS | MI | 48864 | PC | DESKS FOR HIGH SCHOOL CLASSROOM | $500 |
| CHRISTENDOM COLLEGE | ||||||
| 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | PC | EDUCATIONAL OUTREACH PUBLICATION | $5,000 |
| DOMINICAN SISTERS OF MARY | ||||||
| 4597 WARREN RD | ANN ARBOR | MI | 48105 | PC | BOOKS FOR POSTULANT'S EDUCATION | $500 |
| HARMEL ACADEMY OF THE TRADES | ||||||
| 3333 E BELTLINE RD | GRAND RAPIDS | MI | 49525 | PC | METAL FABRICATION PROGRAM EQUIPMENT | $1,000 |
| HILLSDALE COLLEGE ACADEMY | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | BOOKS & EQUIPMENT FOR CLASSROOMS | $11,000 |
| HOLY ROSARY CHURCH | ||||||
| 6982 SCHOMBERG RD | CEDAR | MI | 49621 | PC | CHANT AND ART CAMP SUPPLIES | $1,000 |
| HOMEOPATHIC PHARMOCOPOEIA OF US | ||||||
| 50 APPLEWOOD DRIVE | WOODSTOCK | CT | 06281 | PC | HOMEOPATHIC PHARMOCOPOEIA DEVELOPMENT | $500 |
| LEADERSHIP INSTITUTE THE | ||||||
| 1101 N HIGHLIGHT STREET | ARLINGTON | VA | 22201 | PC | CAMPUS LEADERSHIP PROJECT MATERIALS | $6,000 |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||
| 140 W MAIN STREET | MIDLAND | MI | 48640 | PC | CAMPUS SPEAKERS PROGRAM | $5,000 |
| NORTHWOOD UNIVERSITY | ||||||
| 4000 WHITING DR | MIDLAND | MI | 48640 | PC | CMB WRITING AWARDS; ENTREPRENEURIAL PROGRAM | $15,000 |
| REGINA HIGH SCHOOL | ||||||
| 13900 MASONIC BLVD | WARREN | MI | 48088 | PC | PHYSICS LABORATORY EQUIPMENT | $1,000 |
| RIGHT TO LIFE MICH ED FUND | ||||||
| 2340 PORTER STREET SW | GRAND RAPIDS | MI | 49509 | PC | EDUCATIONAL PROGRAMS | $4,000 |
| RONCALLI HIGH SCHOOL | ||||||
| 3300 PRAGUE ROAD | INDIANAPOLIS | IN | 46227 | PC | VIRTUAL LEARNING SOFTWARE FOR PHYSICS CLASSROOM | $2,000 |
| SETON HOME STUDY SCHOOL | ||||||
| 1350 PROGRESS DRIVE | FRONT ROYAL | VA | 22630 | PC | READING 4 WORKBOOK REPRINT | $3,000 |
| SPRING ARBOR UNIVERSITY | ||||||
| 106 E MAIN | SPRING ARBOR | MI | 49283 | PC | COUGAR SUMMER SCIENCE CAMP | $2,000 |
| ST MARY SCHOOL- LAKE LEELANAU | ||||||
| PO BOX 340 | LAKE LEELANAU | MI | 49653 | PC | ENTREPRENEURIAL CONTEST; CERTIPORT LICENSING; BUSINESS PROFESSIONALS OF AMERICA; SCIENCE CURRICULUM | $5,000 |
| TRAVERSE CITY CHRISTIAN SCHOOL | ||||||
| 753 EMERSON RD | TRAVERSE CITY | MI | 49686 | PC | LIBRARY IMMERSION/CLASSICAL LIBRARY PROGRAM | $1,000 |
| UNIVERSITY OF THE CUMBERLANDS | ||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | PC | MOUNTAIN OUTREACH EDUCATIONAL PROGRAM & ENTREPRENEURSHIP PROGRAM | $6,000 |
| WALSH COLLEGE | ||||||
| 3838 LIVERNOIS RD | TROY | MI | 48007 | PC | PROFESSIONAL SOFT SKILLS COURSE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,000 | 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 | $52,079 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,181 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,181 | 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 | $5,040 | Amt |
| Net Investment Income | $4,284 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $756 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMEREN CORP | $68,543 | $231,426 |
| ANGLO AMERN PLATINUM | $998 | $4,405 |
| ANGLO AMERN PLC ADR | $1,651 | $5,145 |
| BLACKBERRY LTD | $6,900 | $4,675 |
| BLINK CHARGING CO | $7,388 | $3,977 |
| CAMBER ENERGY INC | $9,293 | $2,550 |
| CLOROX CO | $4,660 | $4,359 |
| COMPASS MINERALS INTL INC | $5,776 | $5,108 |
| DENISON MINES INC COM | $37,257 | $9,002 |
| DIGITAL WORLD | $9,322 | $15,429 |
| DUKE ENERGY CORP | $108,275 | $235,710 |
| FIDELITY MUTUAL FUNDS | $306,898 | $336,091 |
| GRAYSCALE DIGITAL LAR CAP FUND | $13,207 | $12,440 |
| HERTZ GLOBAL HOLDINGS INC | $1,148 | $1,125 |
| META MATLS INC-COMMON | $8,775 | $3,075 |
| META MATLS INC-PFD | $17,549 | $7,550 |
| MFA FINANCIAL INC | $18,500 | $18,240 |
| NEWMONT MINING | $4,076 | $16,125 |
| ORION OFFICE REIT INC | $852 | $747 |
| PHUNWARE INC | $2,288 | $658 |
| REALTY INCOME CORP | $13,740 | $14,318 |
| RIO TINTO PLC | $6,209 | $6,694 |
| SOUTHERN CO | $136,399 | $219,456 |
| SOUTHERN COPPER CORP | $4,861 | $9,442 |
| TREASURY METALS | $643 | $644 |
| U3O8 | $0 | $34 |
| VALERO ENERGY CORP | $23,233 | $26,289 |
| WHEELS UP EXPERIENCE INC | $3,077 | $1,624 |
| WTS HERTZ GLOBAL | $3,731 | $5,152 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMER CENTURY CAPITAL PRESERV | AT COST | $605 | $605 |
| AMER CENTURY GLOBAL GOLD | AT COST | $71,012 | $67,015 |
| AMER CENTURY INFLATION-ADJ BOND | AT COST | $12,977 | $13,015 |
| FIDELITY ETPS | AT COST | $127,688 | $148,911 |
| FRANKLIN TEMP MUTUAL QUEST FD | AT COST | $337,754 | $232,839 |
| FRANKLIN TEMP MUTUAL SHARES FD | AT COST | $142,345 | $192,702 |
| PRECIOUS METALS | AT COST | $239,236 | $345,222 |
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 | $2,870 | $1,435 | $1,435 |
| INSURANCE | $4,052 | $2,026 | $2,026 |
| TELEPHONE | $1,654 | $827 | $827 |
| MISCELLANEOUS | $437 | $218 | $219 |
| INVESTMENT FEES | $6,248 | $6,248 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $24,358 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $317 | $317 | $0 |
| EXCISE TAXES | $3,896 | $0 | $0 |