Bauer Charitable Trust FY2021 filing

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The Charitable Trust provides grants to three 501(c)(3) beneficiariesof the net income of the Trust. Distributions are made monthly to the florida sheriffs youth fund, gulfstream council boy scouts of america,and young men's christian assoc of martin co.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 59-6831771) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
$55K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $108K a year · 34% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
67% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$55K
to officers and key staff · 32% of spending
Pay to officers and key staff is 32% of spending.
Part VII, Section A
7.3 mo
of spending, in cash
Plus $4.6M in investments, Pt X · Ln 11–13
7.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Revenue
$426K
Spent
$173K
To programs
67%
Net assets
$4.7M
By yearFY2021–FY2025
Revenue
$426K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$426K
FY2022$559K
FY2023$149K
FY2024$342K
FY2025$135K
Expenses
$173K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$173K
FY2022$165K
FY2023$405K
FY2024$161K
FY2025$167K
Net assets
$4.7M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$4.7M
FY2022$5.2M
FY2023$5.0M
FY2024$5.2M
FY2025$5.1M

From the FY2021 Form 990 (year ending June 2021) · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $117K Management & general 33% · $57K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $55K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$54,809Pt VII · Sec A

Seacoast National Bank’s $60K as Trustee is at the 57th percentile of top reported officer pay among 1264 $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.

See Bauer Charitable Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides grants to youth programs like the Florida Sheriffs Youth Fund and Boy Scouts.

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3 programs · $117K · in their own filed words · FY2020
01

Gulfstream council boy scouts of america

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 59-6831771) · Dispute this line
$39Kprogram expense
02

Young men's christian assoc of martin co

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 59-6831771) · Dispute this line
$39Kprogram expense
03

Florida sheriffs youth fund

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 59-6831771) · Dispute this line
$39Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$426K
Ln 12
Investment incomeLn 3$423K
Other incomeLn 4–11$4K
Money outPt IX
$173K
Ln 25
Programscol B$117K
Managementcol C$57K
Owns and owesPt X
$4.7M
net assets · Ln 32
Cash and savingsLn 1–2$105K
Total assetsLn 16$4.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$423K
Other incomeLn 4–11$4K
Gains on assetsLn 7$279K
Total revenueLn 12$426K
Assets in detailPt X, end of year
SavingsLn 2$105K
Cash and savings togetherLn 1–2$105K
Accounts receivableLn 4$4
InvestmentsLn 11–13$4.6M
Total assetsLn 16$4.7M
LiabilitiesLn 26$0
Net assetsLn 32$4.7M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$419K$105K
InvestmentsLn 11–13$4.2M$4.6M
Total assetsLn 16$4.6M$4.7M
LiabilitiesLn 26$0$0
Net assetsLn 32$4.6M$4.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$117K$117K
Pay of officers and key staff (Part IX, line 5)Ln 5$56K$56K
Other fees for servicesLn 11g$44$10$34
Total functional expensesLn 25$173K$117K$57K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 14, 2025 $135K$167K−$32K$5.1M 990 PDF
FY2024Filed with the IRS Sep 3, 2025 $342K$161K$181K$5.2M 990 PDF
FY2023Filed with the IRS Nov 8, 2023 $149K$405K−$256K$5.0M 990 PDF
FY2022Filed with the IRS Nov 9, 2022 $559K$165K$394K$5.2M 990 PDF
FY2021 ViewingFiled with the IRS Nov 11, 2021 $426K$173K$253K$4.7M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $426,101 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $249,002$422,522
I-11 Other revenuePrior year $4,690$3,579
I-12 Total revenuePrior year $253,692$426,101
I-13 Grants and similar amounts paidPrior year $145,579$116,845
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $53,927$56,474
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,107$44
I-18 Total expensesPrior year $200,613$173,363
I-19 Revenue less expensesPrior year $53,079$252,738
Part VI · Governance 4 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $426,101 across 3 lines filed
Lines not itemized here account for $3,579 of total revenue; see the IRS return.
VIII-3 Investment incomeRelated to mission $143,469$143,469
VIII-7 Net gain or loss on sales of assetsRelated to mission $279,053$279,053
VIII-12 Total revenueRelated to mission $426,101$426,101
Part IX · Statement of functional expenses $173,363 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $116,845$116,845
IX-5 Pay of officers and key staff (Part IX, line 5)Management $56,474$56,474
IX-11g Other fees for servicesPrograms $10 · Management $34$44
IX-25 Total functional expensesPrograms $116,855 · Management $56,508 · Fundraising $0$173,363
Part X · Balance sheet $4,656,129 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $418,545$105,253
X-4 Accounts receivableStart of year $38$4
X-11 Publicly traded securitiesStart of year $4,164,446$4,550,872
X-16 Total assetsStart of year $4,583,029$4,656,129
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $4,583,029$4,656,129
X-32 Total net assets or fund balancesStart of year $4,583,029$4,656,129
X-33 Total liabilities and net assetsStart of year $4,583,029$4,656,129
Part XI · Reconciliation of net assets $4,656,129 net assets at year end
XI-1 Total revenue$426,101
XI-2 Total expenses$173,363
XI-3 Revenue less expenses$252,738
XI-4 Net assets at start of year$4,583,029
XI-9 Other changes in net assets−$179,638
XI-10 Net assets at end of year$4,656,129

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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