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Baer Endowment Fund is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2010. The principal officer is Bank Of America Na. It holds total assets of $272K. Annual income is reported at $64K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Baer Endowment Fund has made 5 grants totaling $75K, with a median grant of $16K. Annual giving has decreased from $17K in 2020 to $11K in 2023. Grantmaking activity was highest in 2022 with $33K distributed across 2 grants. Individual grants have ranged from $11K to $17K, with an average award of $15K. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Baer Endowment Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in PA.
Baer Endowment Fund has distributed a total of $75K across 5 grants. The median grant size is $16K, with an average of $15K. Individual grants have ranged from $11K to $17K.
Baer Endowment Fund typically selects its grantees rather than accepting unsolicited proposals.
Baer Endowment Fund is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $888 | $0 | $888 |
Total Giving
$12K
Total Assets
$261K
Fair Market Value
$302K
Net Worth
$261K
Grants Paid
$11K
Contributions
N/A
Net Investment Income
$7K
Distribution Amount
$14K
Total Grants
5
Total Giving
$75K
Average Grant
$15K
Median Grant
$16K
Unique Recipients
1
Most Common Grant
$16K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Presbyterian ChurchUNRESTRICTED GENERAL | Lehighton, PA | $11K | 2023 |