James and Dorothy Baer Foundation
James and Dorothy Baer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 12 grants totaling $460K. Net investment income was $681K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.4M
+2.3% YoY
Annual Giving
$460K
+159.2% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$38K
+137.6% YoY
Under IRS private-foundation payout rules, James and Dorothy Baer Foundation reported a distributable amount of $515K for 2024 — the minimum it must pay out in qualifying distributions.
About James and Dorothy Baer Foundation
Based on IRS filings
James and Dorothy Baer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 12 grants totaling $460K. Net investment income was $681K.
Focus Areas
Ready to take the next step with James and Dorothy Baer Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,367,794 | $9,158,035 | $9,179,156 |
| Revenue | $698,899 | $176,883 | $5,734,061 |
| Expenses | $483,209 | $198,004 | $184,024 |
| Qualifying Distributions | $463,400 | $181,900 | $178,804 |
| Net Investment Income | $681,089 | $126,262 | $41,977 |
| Distributable Amount | $515,437 | $452,770 | $173,016 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
54 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hirshberg Foundation for Pancreatic Cancer Res ($50,000), Junior Achievement of W Central Fl ($50,000), Barnabas Center ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DRESS FOR SUCCESS Miami, FL | GENERAL PURPOSE GRANT | $30,000 |
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RES LOS ANGELES, CA | GENERAL PURPOSE GRANT | $50,000 |
| JUNIOR ACHIEVEMENT OF W CENTRAL FL CLEARWATER, FL | GENERAL PURPOSE GRANT | $50,000 |
| WHEELS OF SUCCESS Tampa, FL | GENERAL PURPOSE GRANT | $30,000 |
| BARNABAS CENTER Fernandina Beach, FL | GENERAL PURPOSE | $50,000 |
| MICAH'S PLACE Fernandina Beach, FL | GENERAL PURPOSE | $40,000 |
| THISTLE FARMS Nashville TN, TN | GENERAL PURPOSE GRANT | $30,000 |
| AMELIA ISLAND CHAMBER MUSIC Fernandina Beach, FL | GENERAL PURPOSE GRANT | $25,000 |
| YOUNG LIFE HARLAN, IA | GENERAL PURPOSE GRANT | $50,000 |
| Nassau County Council on Aging Fernandina Beach, FL | GENERAL PURPOSE GRANT | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN L BURNS | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James and Dorothy Baer Foundation?
James and Dorothy Baer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. It holds $9.4M in total assets as of 2024.
How large is James and Dorothy Baer Foundation?
As of 2024, James and Dorothy Baer Foundation holds $9.4M in total assets with $699K in annual revenue. It awarded 12 grants totaling $460K in 2024.
Where does James and Dorothy Baer Foundation operate?
James and Dorothy Baer Foundation has awarded grants in California, District of Columbia, Florida, Iowa, Tennessee, Washington.
What size grants does James and Dorothy Baer Foundation award?
In 2024, James and Dorothy Baer Foundation awarded 12 grants totaling $460K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is James and Dorothy Baer Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James and Dorothy Baer Foundation reported a distributable amount of $515K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James and Dorothy Baer Foundation's EIN?
James and Dorothy Baer Foundation's EIN (Employer Identification Number) is 65-6419397. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in James and Dorothy Baer Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
Palm Valley Academy Parent-teacher
PONTE VEDRA, FL
Assets
$261K
Grants
1
Total Given
$78K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with James and Dorothy Baer Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching James and Dorothy Baer Foundation to a real strategy.