Baer Family Inc

Private foundation · Grantmaker Janesville, WI EIN: 39-1800747

Baer Family Inc is a private foundation, based in Janesville, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $300K in total assets. In 2024, it awarded 6 grants totaling $199K. Net investment income was $69K.

Key facts about Baer Family Inc

In short: Baer Family Inc gave $199K across 6 grants in 2024 (avg $33K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
39-1800747
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$198,801
Grants made (2024)
6
Average grant
$33,134
Median grant
$2,500
Total assets
$299,564
Primary geography
Wisconsin (72% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$300K

-30.6% YoY

Annual Giving

$199K

+131.7% YoY

Grant Count

6

-45.5% YoY

Avg Grant Size

$33K

+324.8% YoY

Under IRS private-foundation payout rules, Baer Family Inc reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

How Baer Family Inc gives

  • Giving grew 203% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

Manitowish WatersRochesterAvonGulfportClearwaterManitowich WatersRichmondSt PtersburgWinchesterEdgertonSt Petersburg

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K11 grants2019 8 grants2020 8 grants2021 7 grants2022 11 grants2023 6 grants2024

From 2019 to 2024, annual grant giving ranged from $66K (2021) to $199K (2024). In 2024 it made 6 grants totaling $199K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Rock River Thresheree Inc: $143KRock River Thresheree Inc$143KMayo Clinic: $50KMayo Clinic$50KSt Anthony's Hospital Foundation: $3KSt Anthony's HospitalFoundation$3KKart 4 Kids: $2KKart 4 Kids$2KSchool Community Inpact Group: $500School Community Inpact Group$500Manito Art League: $500Manito Art League$500

The largest 2024 recipient was Rock River Thresheree Inc ($143K). Together the top 6 received $199K.

Grant Size Distribution

40 grants across all recorded years

34<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 40 (85%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Rock River Thresheree Inc Edgerton, WIEducational$142,801
Mayo Clinic Rochester, MNCharitable$50,000
St Anthony's Hospital Foundation St Ptersburg, FLHEALTH$3,000
Kart 4 Kids Gulfport, FLCharitable$2,000
School Community Inpact Group Winchester, WIEducational/Recreational$500
Manito Art League Manitowish Waters, WIEducational$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$299,564$431,640$491,494
Revenue$68,793$30,709$6,038
Expenses$200,869$90,563$88,246
Qualifying Distributions$198,801$85,800$81,968
Net Investment Income$68,692$30,441$7,776
Distributable Amount$19,736$26,036$30,201

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 12, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  7. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Baer Family Inc is led by Michele R. Baer, President on every filing since 2019; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Michele R. Baer

    President

    On filings since 2019

    No compensation reported

  • Eric Baer

    Director

    On filings since 2019

    No compensation reported

  • Mara Baer

    Secretary

    On filings since 2019

    No compensation reported

  • Thomas R. Baer

    Vice President

    On filings since 2019

    No compensation reported

  • Vanessa Baer Dubick

    Treasurer

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Baer Family Inc

How much does Baer Family Inc give each year?

Baer Family Inc gave $199K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $86K across 11 grants.

What is Baer Family Inc's typical grant size?

Baer Family Inc's median grant in 2024 was $2,500, and its average grant was $33,134, across 6 grants on its 2024 IRS Form 990-PF.

Where does Baer Family Inc give grants?

Baer Family Inc gives mostly in Wisconsin: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (25%).

Does Baer Family Inc give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on Baer Family Inc's 2024 IRS Form 990-PF were described as general or operating support.

Who are Baer Family Inc's largest grantees?

Baer Family Inc's largest 2024 grantees include Rock River Thresheree Inc ($142,801), Mayo Clinic ($50,000) and St Anthony's Hospital Foundation ($3,000), according to its 2024 IRS Form 990-PF. Together they received 98% of its itemized 2024 grant dollars.

How large is Baer Family Inc?

Baer Family Inc reported $300K in total assets on its 2024 IRS Form 990-PF. It paid out $199K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).

What is Baer Family Inc's EIN?

Baer Family Inc's EIN (Employer Identification Number) is 39-1800747. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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