Anne Wentworth Baer Scholarship

DALLAS, TX EIN: 04-6401501

Anne Wentworth Baer Scholarship is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $935K in total assets. In 2024, it awarded 6 grants totaling $35K. Net investment income was $82K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$935K

+4.2% YoY

Annual Giving

$35K

-30.0% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$6K

-6.7% YoY

Under IRS private-foundation payout rules, Anne Wentworth Baer Scholarship reported a distributable amount of $53K for 2024 — the minimum it must pay out in qualifying distributions.

About Anne Wentworth Baer Scholarship

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $65K (28%)

Maine $58K (25%)

New Hampshire $40K (17%)

Rhode Island $39K (17%)

New York $27K (12%)

Connecticut $4K (2%)

States

Connecticut Massachusetts Maine New Hampshire New York Rhode Island

Cities

BiddefordBostonCambridgeDurhamHamdenKingstonNew YorkNortonPortsmouthProvidenceRochesterSmithfieldWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$935,056	$897,277	$928,807
Revenue	$93,144	$35,458	$-21,952
Expenses	$54,392	$66,665	$77,626
Qualifying Distributions	$43,215	$57,098	$62,815
Net Investment Income	$81,532	$22,910	$8,882
Distributable Amount	$53,014	$48,766	$50,156

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of New Hampshire ($11,000), Bryant University ($6,000), Wheaton College ($6,000).

Recipient	Purpose	Amount
SIMMONS UNIVERSITY BOSTON, MA	SCHOLARSHIP	$5,000
ROCHESTER INSTITUTE OF TECHNOLOGY ROCHESTER, NY	SCHOLARSHIP	$3,000
BRYANT UNIVERSITY SMITHFIELD, RI	SCHOLARSHIP	$6,000
UNIVERSITY OF NEW HAMPSHIRE DURHAM, NH	SCHOLARSHIP	$11,000
WHEATON COLLEGE NORTON, MA	SCHOLARSHIP	$6,000
WORCESTER POLYTECHNIC INSTITUTE WORCESTER, MA	SCHOLARSHIP	$4,000

Leadership & 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	$15,299

Frequently Asked Questions

How large is Anne Wentworth Baer Scholarship?

As of 2024, Anne Wentworth Baer Scholarship holds $935K in total assets with $93K in annual revenue. It awarded 6 grants totaling $35K in 2024.

Where does Anne Wentworth Baer Scholarship operate?

Anne Wentworth Baer Scholarship has awarded grants in Connecticut, Massachusetts, Maine, New Hampshire, New York, Rhode Island.

What size grants does Anne Wentworth Baer Scholarship award?

In 2024, Anne Wentworth Baer Scholarship awarded 6 grants totaling $35K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Anne Wentworth Baer Scholarship required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne Wentworth Baer Scholarship reported a distributable amount of $53K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Anne Wentworth Baer Scholarship's EIN?

Anne Wentworth Baer Scholarship's EIN (Employer Identification Number) is 04-6401501. IRS Form 990 filing data is available on this page for 2020–2024.