Baumeister Reichard Trust Fund

PITTSBURGH, PA EIN: 23-2137301

Baumeister Reichard Trust Fund is a private foundation focused on Religion, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 1 grants totaling $207K. Net investment income was $832K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.4M

+16.4% YoY

Annual Giving

$207K

-6.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$207K

-6.2% YoY

Under IRS private-foundation payout rules, Baumeister Reichard Trust Fund reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.

About Baumeister Reichard Trust Fund

Based on IRS filings

Focus Areas

Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $1.1M (100%)

States

Pennsylvania

Cities

Philadelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,368,323	$3,754,282	$3,884,695
Revenue	$873,318	$148,965	$96,006
Expenses	$258,773	$278,567	$307,410
Qualifying Distributions	$216,501	$225,365	$245,162
Net Investment Income	$832,251	$92,968	$54,721
Distributable Amount	$213,615	$211,593	$225,658

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 Archdiocese of Philadelphia ($207,109).

Recipient	Purpose	Amount
ARCHDIOCESE OF PHILADELPHIA PHILADELPHIA, PA	GENERAL SUPPORT	$207,109

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MOST REV NELSON J PEREZ	CO-TRUSTEE	1	—
PNC BANK NA	CO-TRUSTEE	10	$46,954

Subject Areas

Focus areas based on grantmaking activity

Religion

Frequently Asked Questions

What is Baumeister Reichard Trust Fund?

Baumeister Reichard Trust Fund is a private foundation focused on Religion, based in PITTSBURGH, PA. It holds $4.4M in total assets as of 2024.

How large is Baumeister Reichard Trust Fund?

As of 2024, Baumeister Reichard Trust Fund holds $4.4M in total assets with $873K in annual revenue. It awarded 1 grants totaling $207K in 2024.

Where does Baumeister Reichard Trust Fund operate?

Baumeister Reichard Trust Fund has awarded grants in Pennsylvania.

What size grants does Baumeister Reichard Trust Fund award?

In 2024, Baumeister Reichard Trust Fund awarded 1 grants totaling $207K — an average of about $207K per grant, based on its IRS Form 990 filings.

How much is Baumeister Reichard Trust Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Baumeister Reichard Trust Fund reported a distributable amount of $214K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Baumeister Reichard Trust Fund's EIN?

Baumeister Reichard Trust Fund's EIN (Employer Identification Number) is 23-2137301. IRS Form 990 filing data is available on this page for 2020–2024.