Bauer Charitable Trust EIN 59-6831771

Bauer Charitable Trust

EIN  59-6831771 Supporting organization Stuart, FL
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Provides grants to youth programs like the Florida Sheriffs Youth Fund and Boy Scouts.
Leadership
Seacoast National Bank · Trustee · $60K
Money in and out
$135K revenue, $167K expenses
Bottom line
-23% net inflow

Provides grants to youth programs like the Florida Sheriffs Youth Fund and Boy Scouts. For fiscal year 2025 it reported $135K in revenue, $167K in expenses, and $5.1M in net assets.Pt I

Money in and out · FY2025
Total revenue
$135K
Pt VIII · Ln 12
Total expenses
$167K
Pt IX · Ln 25
Net assets
$5.1M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$32K
Where spending went · Part IX cols B–D
Program services $0.63 Management & general $0.37
Net inflow
-23%
revenue over expenses, this year▼ -144% vs prior filing year
Pass-through gifts
0%
of revenue from contributions
Program spending
63%
of expenses reach stated programs▼ -3% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$135K
FY2025▼ -60%
Expenses
$167K
FY2025▲ +4%
Total assets
$5.1M
FY2025▼ -1%
Total liabilities
$0
FY2025
Total revenue
$135K
Pt VIII · Ln 12
Total expenses
$167K
Pt IX · Ln 25
Net assets
$5.1M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$32K
Total assetsPt X · Ln 16$5.1M
Program-expense ratioPt IX · col B63%
Voting members of governing bodyPt I · Ln 3pending
Independent voting membersPt I · Ln 4pending
Mission & Programs · Part III

Where the work happens

3 program services account for $105K of program spending, described in the organization's own filed words · FY2024.
01

Gulfstream council boy scouts of america

$35Kprogram expense
02

Young men's christian assoc of martin co

$35Kprogram expense
03

Florida sheriffs youth fund

$35Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBauer Charitable Trust
EINHdr · item D59-6831771
Principal addressHdr · item CStuart, FL
WebsiteHdr · item Jwww.seacoastnational.com
Year of formationHdr · item Lpending
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T90Z)
Ruling yearIRS BMFApr 1987

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$60,054Pt VII · Sec A

Seacoast National Bank’s $60K as Trustee is at the 57th percentile of top reported officer pay among 1263 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Seacoast National Bank$60,054$56,077$57,487$57,374$54,809

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Investment income100%$135K
Total revenueLn 12$135K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.63 Management & general $0.37
Program services63%$105K
Management & general37%$62K
Total functional expensesLn 25$167K

Balance Sheet

Part X · end of year
CashLn 1$185K
Total assetsLn 16$5.1M
Total liabilitiesLn 26$0
Total net assetsLn 32$5.1M
Months of cash on handcomputed13.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5.1M · Operating expenses/yr $167K
368.6 months
Where the money goes
Program services
Program services $105K · Total expenses $167K
63%
Management & General
Management & general $62K · Total expenses $167K
37%
Fundraising
Fundraising $0 · Total expenses $167K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $135K
0%
Government reliance
Government grants — · Total revenue $135K
Earned-income share
Program service revenue $0 · Total revenue $135K
0%
Investment reliance
Investment income $135K · Total revenue $135K
+100%
Program self-sufficiency
Program service revenue $0 · Total expenses $167K
0%
Growth & trend
Revenue growth (YoY)
This year $135K · Prior year $342K
-60%
Revenue CAGR
FY2020 $426K · FY2024 $135K
-25%
Net-asset trend (YoY)
End of year $5.1M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $135K · Expenses $167K
-23%
Liabilities-to-Assets
Total liabilities — · Total assets $5.1M
Net-asset ratio
Net assets $5.1M · Total assets $5.1M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $4.9M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $5.1M
96%
People & payroll
Highest Reported Total Compensation
Individual Seacoast National Bank · Reported title TRUSTEE · Highest reported compensation $60K · Total expenses $167K
36%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $60K · Total expenses $167K
36%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 63%
Overhead ratio 37%
Revenue growth -60%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 15 grants · $780K · 2020–2023
85 Gulf Stream CouncilFL · FY2023$34,804
YMCA of Martin CountyFL · FY2023$34,804
85 Gulf Stream CouncilFL · FY2023$34,804
YMCA of Martin CountyFL · FY2023$34,804
85 Gulf Stream CouncilFL · FY2022$116,045
YMCA of Martin CountyFL · FY2022$116,045
85 Gulf Stream CouncilFL · FY2021$35,548
YMCA of Martin CountyFL · FY2021$35,548
85 Gulf Stream CouncilFL · FY2020$38,948
YMCA of Martin CountyFL · FY2020$38,948

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$135K revenue · viewing · ⤓ 990 PDF
FY2024$342K revenue · ⤓ 990 PDF
FY2023$149K revenue · ⤓ 990 PDF
FY2022$559K revenue · ⤓ 990 PDF
FY2021$426K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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