Baer Trust - St Benedict Order
Baer Trust - St Benedict Order is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $559K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $54K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Baer Trust - St Benedict Order reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About Baer Trust - St Benedict Order
Based on IRS filings
Baer Trust - St Benedict Order is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $559K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $54K.
Ready to take the next step with Baer Trust - St Benedict Order?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Order of St Benedict in Port Ri ($24,895).
| Recipient | Purpose | Amount |
|---|---|---|
| ORDER OF ST BENEDICT IN PORT RI PORTSMOUTH, RI | UNRESTRICTED GENERAL | $24,895 |
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 | $9,242 |
Frequently Asked Questions
How large is Baer Trust - St Benedict Order?
As of 2024, Baer Trust - St Benedict Order holds $559K in total assets with $61K in annual revenue. It awarded 1 grants totaling $25K in 2024.
Where does Baer Trust - St Benedict Order operate?
Baer Trust - St Benedict Order has awarded grants in Rhode Island.
What size grants does Baer Trust - St Benedict Order award?
In 2024, Baer Trust - St Benedict Order awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Baer Trust - St Benedict Order required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Baer Trust - St Benedict Order reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Baer Trust - St Benedict Order's EIN?
Baer Trust - St Benedict Order's EIN (Employer Identification Number) is 37-6029040. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Baer Trust - St Benedict Order's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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