James and Dorothy Baer Foundation
James and Dorothy Baer Foundation is a private foundation, based in Fernandina Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.8M in total assets. In 2025, it awarded 15 grants totaling $515K. Net investment income was $949K.
Key facts about James and Dorothy Baer Foundation
In short: James and Dorothy Baer Foundation gave $515K across 15 grants in 2025 (avg $34K), mostly in Florida. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 65-6419397
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $515,000
- Grants made (2025)
- 15
- Average grant
- $34,333
- Median grant
- $40,000
- New grantees (estimate)
- 27% first-time grantees (4 of 15, 2025)
- Total assets
- $9,796,725
- Primary geography
- Florida (55% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.8M
+4.6% YoY
Annual Giving
$515K
+12.0% YoY
Grant Count
15
+25.0% YoY
Avg Grant Size
$34K
-10.4% YoY
Under IRS private-foundation payout rules, James and Dorothy Baer Foundation reported a distributable amount of $548K for 2025 — the minimum it must pay out in qualifying distributions.
Is James and Dorothy Baer Foundation open to new grantees?
27%
first-time grantees, 2025
In 2025, 4 of 15 grantees (27%) were first-time recipients. First grants averaged $21K; repeat grants $39K. How we count
Medians: $15K first-time, $40K repeat.
- 60% of 2025 grantees were also funded in 2024. Method
- Giving grew 190% from 2022 to 2025. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $150K (2020) to $515K (2025). In 2025 it made 15 grants totaling $515K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Barnabas Center ($50K). Together the top 10 received $430K.
Grant Size Distribution
59 grants across all recorded years
The most common grant size was under $50K: 48 grants of 59 (81%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Barnabas Center Fernandina Beach, FL | General Purpose | $50,000 |
| Hirshberg Foundation Los Angeles, CA | General Purpose | $50,000 |
| Junior Achievement of North Florida Clearwater, FL | General Purpose Grant | $50,000 |
| Young Life Harlan, IA | General Purpose | $50,000 |
| Micah's Place Fernandina Beach, FL | General Purpose | $40,000 |
| Dress for Success Miami, FL | General Purpose Grant | $40,000 |
| The Fund for American Studies Washington, DC | General Purpose | $40,000 |
| Wheels of Success Tampa, FL | General Purpose Grant | $40,000 |
| American Center for Law and Justice Virginia Beach, VA | General Purpose | $40,000 |
| Thistle Farms Nashville, TN | General Purpose Grant | $30,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,796,725 | $9,367,794 | $9,158,035 |
| Revenue | $966,406 | $698,899 | $176,883 |
| Expenses | $535,737 | $483,209 | $198,004 |
| Qualifying Distributions | $518,400 | $463,400 | $181,900 |
| Net Investment Income | $949,069 | $681,089 | $126,262 |
| Distributable Amount | $548,355 | $515,437 | $452,770 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
James and Dorothy Baer Foundation is led by Susan L. Burns, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Susan L. Burns
Trustee
On filings since 2020
No compensation reported
Former officers (1)
- Former: James F. Baer (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 James and Dorothy Baer Foundation
How much does James and Dorothy Baer Foundation give each year?
James and Dorothy Baer Foundation gave $515K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $460K across 12 grants.
What is James and Dorothy Baer Foundation's typical grant size?
James and Dorothy Baer Foundation's median grant in 2025 was $40,000, and its average grant was $34,333, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James and Dorothy Baer Foundation that year got $21K on average.
Where does James and Dorothy Baer Foundation give grants?
James and Dorothy Baer Foundation gives mostly in Florida: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (14%) and Iowa (10%). The most frequent recipient cities were Fernandina Beach, FL (5 grants).
Does James and Dorothy Baer Foundation give general operating support?
Yes: 100% of James and Dorothy Baer Foundation's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are James and Dorothy Baer Foundation's largest grantees?
James and Dorothy Baer Foundation's largest 2025 grantees include Barnabas Center ($50,000), Hirshberg Foundation ($50,000) and Junior Achievement of North Florida ($50,000), according to its 2025 IRS Form 990-PF. Together they received 29% of its itemized 2025 grant dollars.
How large is James and Dorothy Baer Foundation?
James and Dorothy Baer Foundation reported $9.8M in total assets on its 2025 IRS Form 990-PF. It paid out $518K in qualifying distributions that year, against a required minimum of $548K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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