Bauer Charitable Trust

Analysis

Bauer Charitable Trust is a registered charity in United States, based in Stuart, FL. It received its IRS tax-exemption ruling in April 1987, 39 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Bauer Charitable Trust reported income of $342k and spending of $161k, leaving 53% of income unspent that year. Across the 5 years on record, from June 2020 to June 2024, income grew from $254k to $342k (+35%), an average of +7.7% a year. The sharpest change came in the year to June 2024, when income rose by 130%. Over the whole period it spent 64% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Bauer Charitable Trust sits at the 68th percentile: it is larger than about 68% of them. Against every charity in United States with reported income it ranks in the 64th percentile, and in the 67th percentile within FL. Charities of a similar size with the same main cause include White Bear Lake Senior Housing Inc ($342k), Virginia Elks Fund Inc ($342k) and United Way Manitowoc County Inc ($342k).

Compensation of current officers, directors and key employees was $57k (35% of expenses). At year end it held assets of $5.2m against liabilities of $0, net assets of $5.2m.