Baer Trust

Dallas, TXGovernment-related / quasi-publicEIN 37-6029040

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $14K a year · 28% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
6 mo
of spending, in cash
Looks good: 6.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$62K
+0.8% vs prior year
Spent
$34K
Net assets
$587K
By yearFY2020–FY2025
Revenue
$62K
FY2025▲ +0.8%
Revenue by fiscal year
FY2020$47K
FY2021$127K
FY2022−$16K
FY2023$19K
FY2024$61K
FY2025$62K
Expenses
$34K
FY2025▼ -6%
Expenses by fiscal year
FY2020$31K
FY2021$36K
FY2022$48K
FY2023$30K
FY2024$37K
FY2025$34K
Net assets
$587K
FY2025▲ +5%
Net assets by fiscal year
FY2020$519K
FY2021$610K
FY2022$546K
FY2023$535K
FY2024$559K
FY2025$587K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in 0000.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 62% · $21K Operating & administrative 38% · $13K

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

Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation

Programs and updates

A government-related organization based in Dallas, TX.

Provided by the organization

This section is blank until Baer Trust claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $21K · 2025–2025
Order of St Benedict in Port RIFY2025$21,234

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$21K
Median grantPart XV$21K
Largest grantPart XV$21K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$62K
Investment income$62K
Money out
$34K
Grants paid$21K
Running costs$13K
Owns and owes
$587K
net assets
Cash and savings$18K
Total assets$587K
Liabilities$0
2In more detail
Revenue in detail
Investment income$62K
Total revenue$62K
Assets in detailEnd of year
Cash and savings together$18K
Total assets$587K
Liabilities$0
Net assets$587K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $62K$34K$28K$587K 990 PDF
FY2024 $61K$37K$25K$559K 990 PDF
FY2023 $19K$30K−$11K$535K 990 PDF
FY2022 −$16K$48K−$64K$546K 990 PDF
FY2021 $127K$36K$90K$610K 990 PDF
FY2020 $47K$31K$16K$519K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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