Baer Trust - St Benedict Order
DALLAS, TX EIN: 37-6029040
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$559K
+4.5% YoY
Annual Giving
$25K
+27.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$25K
+27.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $559,254 | $534,958 | $546,350 |
| Revenue | $61,447 | $18,697 | $-15,792 |
| Expenses | $36,557 | $29,878 | $47,957 |
| Qualifying Distributions | $29,142 | $23,436 | $38,411 |
| Net Investment Income | $53,685 | $10,509 | $4,434 |
| Distributable Amount | $31,616 | $28,818 | $29,620 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Baer Trust - St Benedict Order fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $9,242 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Rhode Island $123K (100%)
States
Cities
Portsmouth
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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