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.
Laurence & Lydia Baltes Charitable at a glance
In short: Laurence & Lydia Baltes Charitable gave $30K across 1 grant in 2025 (avg $30K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,320
- +6.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $30,320
- +6.6% vs 2024
- Median grant
- $30,320
- Total assets
- $684,400
- +2.4% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Laurence & Lydia Baltes Charitable funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Trail Community Foundation Scottsbluff, NE | General Operating | $30,320 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $684,400 | $33,671 | $46,276 | $30,320 | 1 | $36,730 | $23,708 | $64,099 |
| 2024 | $668,182 | $20,681 | $40,292 | $28,437 | 1 | $31,477 | $13,456 | $33,360 |
| 2023 | $687,645 | $17,276 | $43,550 | $29,785 | 1 | $32,493 | $12,165 | $31,145 |
| 2022 | $713,919 | $143,655 | $46,083 | $33,263 | 1 | $35,912 | $135,128 | $32,434 |
| 2021 | $616,347 | $76,888 | $44,500 | $32,319 | 1 | $35,109 | $75,886 | $36,053 |
| 2020 | $583,959 | $14,277 | $39,114 | $28,593 | 1 | — | $6,943 | $34,779 |
| 2019 | $608,796 | $20,565 | $38,025 | $25,000 | 1 | — | $12,481 | $31,835 |
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.
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.
Data update history
(3)
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
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