Charles M Bauervic Foundation Inc

Suttons Bay, MI
Tax-exempt since Jan. 1968
EIN: 38-6146352

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$50k (2024)

Expenses

$234k (2024)

Total Assets

$1.35M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$49,971

Expenses

$233,541

Net Income

-$183,570

Net Assets

$1,352,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,897	87.8%
Sales of Assets	$6,074	12.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,081	64.3%
Compensation of Officers*	$117,419	50.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,352,768
Total Liabilities	$0
Net Assets	$1,352,768

Compensation

Key Employees and Officers	Compensation	Other
Patricia Leonard (President)	$88,800	$0
Kathryn R Bolton (Secretary)	$12,644	$0
Theodore Leonard (Treasurer)	$12,595	$0
Beverly D Sewell (Vice President)	$595	$0
John C Leonard (Director)	$595	$0
Timothy J Leonard (Director)	$595	$0

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990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$56,927

Expenses

$210,312

Net Income

-$153,385

Net Assets

$1,536,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,164	79.3%
Sales of Assets	$11,763	20.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,508	60.6%
Compensation of Officers*	$115,845	55.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,536,138
Total Liabilities	$0
Net Assets	$1,536,138

Compensation

Key Employees and Officers	Compensation	Other
Patricia Leonard (President)	$90,300	$0
Kathryn R Bolton (Secretary)	$12,649	$0
Theodore Leonard (Treasurer)	$11,099	$0
Beverly D Sewell (Vice President)	$599	$0
John C Leonard (Director)	$599	$0
Timothy J Leonard (Director)	$599	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$52,991

Expenses

$225,377

Net Income

-$172,386

Net Assets

$1,689,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,884	90.4%
Sales of Assets	$5,107	9.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,899	65.2%
Compensation of Officers*	$115,775	51.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,689,615
Total Liabilities	$0
Net Assets	$1,689,615

Compensation

Key Employees and Officers	Compensation	Other
Patricia Leonard (President)	$94,800	$0
Kathryn R Bolton (Secretary)	$12,095	$0
Theodore Leonard (Treasurer)	$7,095	$0
Beverly D Sewell (Vice President)	$595	$0
John C Leonard (Director)	$595	$0
Timothy J Leonard (Director)	$595	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$191,181

Expenses

$228,858

Net Income

-$37,677

Net Assets

$1,859,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,079	27.2%
Sales of Assets	$139,102	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,434	64.0%
Compensation of Officers*	$115,775	50.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,859,792
Total Liabilities	$0
Net Assets	$1,859,792

Compensation

Key Employees and Officers	Compensation	Other
Patricia Leonard (President)	$94,800	$0
Kathryn R Bolton (Secretary)	$12,595	$0
Theodore Leonard (Treasurer)	$6,595	$0
Beverly D Sewell (Vice President)	$595	$0
John C Leonard (Director)	$595	$0
Timothy J Leonard (Director)	$595	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$219,860

Expenses

$206,533

Net Income

$13,327

Net Assets

$1,873,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,969	21.4%
Sales of Assets	$172,891	78.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,626	64.7%
Compensation of Officers*	$115,430	55.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,873,111
Total Liabilities	$1
Net Assets	$1,873,110

Compensation

Key Employees and Officers	Compensation	Other
Patricia Leonard (President)	$94,800	$0
Kathryn R Bolton (Secretary)	$12,595	$0
Theodore Leonard (Treasurer)	$6,595	$0
Beverly D Sewell (Vice President)	$595	$0
Timothy J Leonard (Director)	$595	$0
John C Leonard (Director)	$250	$0

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990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$81,045

Expenses

$233,602

Net Income

-$152,557

Net Assets

$1,839,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,704	86.0%
Sales of Assets	$11,341	14.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,976	61.6%
Compensation of Officers*	$87,152	37.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,839,846
Total Liabilities	$1
Net Assets	$1,839,845

Compensation

Key Employees and Officers	Compensation	Other
Patricia Leonard (President)	$69,970	$0
Kathryn R Bolton (Secretary)	$9,397	$0
Theodore Leonard (Treasurer)	$6,000	$0
John C Leonard (Director)	$1,190	$0
Beverly D Sewell (Vice President)	$595	$0
Timothy J Leonard (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$140,834

Expenses

$243,504

Net Income

-$102,670

Net Assets

$2,394,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,288	54.2%
Sales of Assets	$64,546	45.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,744	72.6%
Compensation of Officers*	$111,259	45.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,393,657
Total Liabilities	-$720
Net Assets	$2,394,377

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$145,425

Expenses

$258,760

Net Income

-$113,335

Net Assets

$2,497,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,464	58.1%
Sales of Assets	$60,961	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,514	70.5%
Compensation of Officers*	$105,216	40.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,496,057
Total Liabilities	-$990
Net Assets	$2,497,047

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$169,668

Expenses

$276,417

Net Income

-$106,749

Net Assets

$2,540,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,155	69.0%
Sales of Assets	$52,513	31.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,020	73.4%
Compensation of Officers*	$115,946	41.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,540,633
Total Liabilities	$30
Net Assets	$2,540,603

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$125,565

Expenses

$241,307

Net Income

-$115,742

Net Assets

$2,647,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,356	82.3%
Sales of Assets	$22,209	17.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,310	63.1%
Compensation of Officers*	$122,195	50.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,648,513
Total Liabilities	$1,161
Net Assets	$2,647,352

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$202,637

Expenses

$223,791

Net Income

-$21,154

Net Assets

$2,763,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,012	40.5%
Sales of Assets	$120,625	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,014	69.7%
Compensation of Officers*	$109,350	48.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,764,174
Total Liabilities	$1,080
Net Assets	$2,763,094

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated March 23, 2026

Charles M Bauervic Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $50k (2024)

Expenses $234k (2024)

Total Assets $1.35M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$50k (2024)

Expenses

$234k (2024)

Total Assets

$1.35M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001