Laurence & Lydia Baltes Charitable
Laurence & Lydia Baltes Charitable is a private foundation focused on Environment, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $684K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $24K.
Key facts about Laurence & Lydia Baltes Charitable
In short: Laurence & Lydia Baltes Charitable gave $30K across 1 grant in 2025 (avg $30K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- EIN
- 47-6164456
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $30,320
- Grants made (2025)
- 1
- Average grant
- $30,320
- Median grant
- $30,320
- Total assets
- $684,400
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$684K
+2.4% YoY
Annual Giving
$30K
+6.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$30K
+6.6% YoY
Under IRS private-foundation payout rules, Laurence & Lydia Baltes Charitable reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
How Laurence & Lydia Baltes Charitable gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 57% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $25K (2019) to $33K (2022). In 2025 it made 1 grant totaling $30K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Oregon Trail Community Foundation ($30K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Trail Community Foundation Scottsbluff, NE | General Operating | $30,320 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $684,400 | $668,182 | $687,645 |
| Revenue | $33,671 | $20,681 | $17,276 |
| Expenses | $46,276 | $40,292 | $43,550 |
| Qualifying Distributions | $36,730 | $31,477 | $32,493 |
| Net Investment Income | $23,708 | $13,456 | $12,165 |
| Distributable Amount | $64,099 | $33,360 | $31,145 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Laurence & Lydia Baltes Charitable's only listed officer is US Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$10K (2025)
Former officers (3)
- Former: US Bank NA (2024) — Trustee
- Former: US Bank National Association (2019–2023) — Trustee
- Former: Bpoe 1367 (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to US Bank N a (Trustee).
Frequently asked questions about Laurence & Lydia Baltes Charitable
How much does Laurence & Lydia Baltes Charitable give each year?
Laurence & Lydia Baltes Charitable gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 1 grant.
How large is Laurence & Lydia Baltes Charitable?
Laurence & Lydia Baltes Charitable reported $684K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Laurence & Lydia Baltes Charitable?
Laurence & Lydia Baltes Charitable is a private foundation focused on Environment, based in Eagan, MN. It holds $684K in total assets as of 2025.
Where does Laurence & Lydia Baltes Charitable operate?
Laurence & Lydia Baltes Charitable has awarded grants in Nebraska.
What is Laurence & Lydia Baltes Charitable's EIN?
Laurence & Lydia Baltes Charitable's EIN (Employer Identification Number) is 47-6164456. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Laurence & Lydia Baltes Charitable by hand.
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