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Nonprofit · EIN 38-6146352

CHARLES M BAUERVIC FOUNDATION INC

Tax-exempt · SUTTONS BAY, MI 49682

Financials

$57K$210K2023$50K$234K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES M BAUERVIC FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$49,971$233,541-$183,570$1,352,768$0$1,352,768
December 31, 2023990-PF$56,927$210,312-$153,385$1,536,138$0$1,536,138
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$43,897
Net gain from sales of assets
$6,074

Expenses

Grants and similar amounts paid
$77,000
Compensation of officers, directors and key employees
$117,419
Disbursements for charitable purposes
$150,081

Balance sheet and other

Total assets, start of year
$1,536,138
Total assets, end of year
$1,352,768
Total liabilities, end of year
$0
Net assets, end of year
$1,352,768
Fair market value of assets
$1,917,735
Qualifying distributions
$150,081
Net investment income
$49,971

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
PATRICIA LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
PRESIDENT32$88,800
KATHRYN R BOLTON
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
SECRETARY8$12,644
THEODORE LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
TREASURER5$12,595
BEVERLY D SEWELL
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
VICE PRESIDENT1$595
JOHN C LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
DIRECTOR1$595
TIMOTHY J LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
DIRECTOR1$595
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PATRICIA LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
PRESIDENT32$90,300
KATHRYN R BOLTON
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
SECRETARY8$12,649
THEODORE LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
TREASURER5$11,099
BEVERLY D SEWELL
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
VICE PRESIDENT1$599
JOHN C LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
DIRECTOR1$599
TIMOTHY J LEONARD
10260 EAST HILLTOP ROAD, SUTTONS BAY, MI 49682
DIRECTOR1$599

Address and contacts

Address (IRS master file)
10260 E HILLTOP RD, SUTTONS BAY, MI 49682-9421
Signed the 990-PF
PATRICIA LEONARD, PRESIDENT
Phone
(231) 271-6885
Return prepared by
REHMANN ROBSON LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6146352
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,352,768
Income (IRS master file)
$324,466

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$49,971$233,541$1,352,768IRS
990-PFDecember 2023$56,927$210,312$1,536,138XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-6146352).

Questions about CHARLES M BAUERVIC FOUNDATION INC

What is the EIN of CHARLES M BAUERVIC FOUNDATION INC?
The employer identification number (EIN) of CHARLES M BAUERVIC FOUNDATION INC is 38-6146352.
Is CHARLES M BAUERVIC FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to CHARLES M BAUERVIC FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES M BAUERVIC FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES M BAUERVIC FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES M BAUERVIC FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CHARLES M BAUERVIC FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $88,800 (PATRICIA LEONARD, PRESIDENT).
How much revenue does CHARLES M BAUERVIC FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $49,971, expenses of $233,541 and total assets of $1,352,768 at year end.

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