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James And Dorothy Baer Foundation is a private trust based in FERN BCH, FL. The foundation received its IRS ruling in 2004. The principal officer is Susan Burns. It holds total assets of $9.8M. Annual income is reported at $1.6M. Total assets have grown from $1.4M in 2011 to $9.2M in 2023. 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. Funding is distributed across 4 states, including Florida, District of Columbia, California. According to available records, James And Dorothy Baer Foundation has made 42 grants totaling $663K, with a median grant of $10K. The foundation has distributed between $308K and $355K annually from 2021 to 2022. Individual grants have ranged from $10K to $50K, with an average award of $16K. The foundation has supported 14 unique organizations. The foundation primarily supports organizations in Florida, California, District of Columbia, which account for 90% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
James And Dorothy Baer Foundation reported 42 individual grants totaling $663,000 between 2021 and 2022 across its IRS Form 990-PF filings, with a median grant of $10,000. Half of those grants fell between $10,000 and $15,000. Its largest single grant in the record was $50,000. Its most recent available filing, for fiscal year 2023, reports $198,004 in total giving.
Grantmaking is concentrated in FL, which received 26 of the 42 grants on record (62 percent). In total the foundation's grantees span 4 states. Of its 14 distinct grantees, 100 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Hirshberg Foundation ($100,000), Hirshberg Foundation For ($100,000) and Barnabas Center ($49,000).
Computed from 42 individual grant records (2021–2022) in this foundation's IRS Form 990-PF Part XV filings, reaching 4 states. Source: IRS 990-PF.
Smallest Grant
$10K
Median Grant
$10K
Average Grant
$15K
Largest Grant
$50K
Based on 10 grants from the most recent 990-PF filing.
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.
James And Dorothy Baer Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 42 grants. Its grantmaking reaches organizations primarily in FL, CA, DC.
James And Dorothy Baer Foundation has distributed a total of $663K across 42 grants. The median grant size is $10K, with an average of $16K. Individual grants have ranged from $10K to $50K.
James And Dorothy Baer Foundation typically selects its grantees rather than accepting unsolicited proposals.
James And Dorothy Baer Foundation is headquartered in FERN BCH, FL. While based in FL, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan L Burns | TRUSTEE | $0 | $0 | N/A |
Total Giving
$198K
Total Assets
$9.2M
Fair Market Value
$9.8M
Net Worth
$9.2M
Grants Paid
$178K
Contributions
$35K
Net Investment Income
$126K
Distribution Amount
$453K
Total Grants
42
Total Giving
$663K
Average Grant
$16K
Median Grant
$10K
Unique Recipients
14
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hirshberg FoundationGENERAL PURPOSE GRANT | Los Angeles, CA | $50K | 2022 |
| Junior Achievement Of W Central FlGENERAL PURPOSE GRANT | Clearwater, FL | $25K | 2022 |
| Micah'S PlaceGENERAL PURPOSE | Fernandina Beach, FL | $16K | 2022 |
| Barnabas CenterGENERAL PURPOSE | Fernandina Beach, FL | $15K | 2022 |
| Amelia Island Chamber MusicGENERAL PURPOSE GRANT | Fernandina Beach, FL | $12K | 2022 |
| The Fund For American StudiesGENERAL PURPOSE | Washington, DC | $10K | 2022 |
| Wheels Of SuccessGENERAL PURPOSE GRANT | Tampa, FL | $10K | 2022 |
| Dress For SuccessGENERAL PURPOSE GRANT | Miami, FL | $10K | 2022 |
| Metropolitan MinistriesGENERAL PURPOSE GRANT | Tampa, FL | $10K | 2022 |
| American Center For Law & JusticeGENERAL PURPOSE GRANT | Washington, DC | $10K | 2022 |
| Thistle FarmsGENERAL PURPOSE GRANT | Nashville Tn, TN | $10K | 2022 |
| Hirshberg Foundation ForGENERAL PURPOSE GRANT | Los Angeles, CA | $50K | 2021 |
| Junior Achievement Of WesGENERAL PURPOSE GRANT | Clearwater, FL | $25K | 2021 |
| Magdalene IncGENERAL PURPOSE GRANT | Nashville, TN | $10K | 2021 |