Sarah Baker Trust Fund
Sarah Baker Trust Fund is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $63K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $5K.
Sarah Baker Trust Fund at a glance
In short: Sarah Baker Trust Fund gave $2K across 1 grant in 2025 (avg $2K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,416
- +2.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,416
- +2.2% vs 2024
- Median grant
- $2,416
- Total assets
- $62,666
- +0.3% vs 2024
- Primary geography
- Wisconsin (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 Sarah Baker Trust Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Carroll University ($2K).
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 Sarah Baker Trust Fund gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $1K (2021) to $3K (2022). In 2025 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carroll University Waukesha, WI | General Operating | $2,416 |
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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 | $62,666 | $4,964 | $4,793 | $2,416 | 1 | $3,942 | $4,543 | $3,768 |
| 2024 | $62,503 | $9,165 | $3,218 | $2,364 | 1 | $3,140 | $8,740 | $3,192 |
| 2023 | $56,606 | $2,928 | $3,190 | $2,313 | 1 | $3,089 | $2,870 | $3,140 |
| 2022 | $56,891 | $2,143 | $4,170 | $2,814 | 1 | $3,744 | $2,099 | $3,243 |
| 2021 | $58,935 | $6,111 | $2,459 | $1,492 | 1 | $2,368 | $6,072 | $3,690 |
| 2020 | $55,305 | $2,577 | $1,031 | — | — | — | $2,532 | $3,002 |
Under IRS private-foundation payout rules, Sarah Baker Trust Fund reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sarah Baker Trust Fund's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
US Bank N A
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Carroll University
Trustee
On filings since 2021
40 hrs/week
No compensation reported
Former officers (1)
- Former: Carol University (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 Sarah Baker Trust Fund
How much does Sarah Baker Trust Fund give each year?
Sarah Baker Trust Fund gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2K across 1 grant.
How large is Sarah Baker Trust Fund?
Sarah Baker Trust Fund reported $63K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
Where does Sarah Baker Trust Fund operate?
Sarah Baker Trust Fund has awarded grants in Wisconsin.
What is Sarah Baker Trust Fund's EIN?
Sarah Baker Trust Fund's EIN (Employer Identification Number) is 39-1876559. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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