Baer Trust

St Benedict Order

Dallas, TX
EIN: 37-6029040

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$61,447

Expenses

$36,557

Net Income

$24,890

Net Assets

$559,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,786	25.7%
Sales of Assets	$45,661	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,142	79.7%
Compensation of Officers*	$9,242	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$559,254
Total Liabilities	$0
Net Assets	$559,254

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,242	$0

990-PF

Filed on March 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$18,697

Expenses

$29,878

Net Income

-$11,181

Net Assets

$534,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,009	74.9%
Sales of Assets	$3,162	16.9%
Other Income	$1,526	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,436	78.4%
Compensation of Officers*	$8,230	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$534,958
Total Liabilities	$0
Net Assets	$534,958

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,230	$0

990-PF

Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$15,792

Expenses

$47,957

Net Income

-$63,749

Net Assets

$546,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,205
Sales of Assets	-$26,997
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,411	80.1%
Compensation of Officers*	$8,830	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,350
Total Liabilities	$0
Net Assets	$546,350

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,830	$0

990-PF

Filed on April 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$126,933

Expenses

$36,466

Net Income

$90,467

Net Assets

$610,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,168	9.6%
Sales of Assets	$114,765	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,155	77.2%
Compensation of Officers*	$10,158	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$610,078
Total Liabilities	$0
Net Assets	$610,078

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$10,158	$0

990-PF

Filed on March 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$46,982

Expenses

$31,285

Net Income

$15,697

Net Assets

$518,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,804	20.9%
Sales of Assets	$37,178	79.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,812	79.3%
Compensation of Officers*	$8,005	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$518,952
Total Liabilities	$1
Net Assets	$518,951

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,005	$0

990-PF

Filed on March 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$33,653

Expenses

$27,913

Net Income

$5,740

Net Assets

$503,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,127	39.0%
Sales of Assets	$20,526	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,570	77.3%
Compensation of Officers*	$7,771	27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,244
Total Liabilities	$1
Net Assets	$503,243

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,771	$0

990-PF

Filed on March 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$45,398

Expenses

$32,244

Net Income

$13,154

Net Assets

$502,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,018	24.3%
Sales of Assets	$34,380	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,374	75.6%
Compensation of Officers*	$8,211	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$502,623
Total Liabilities	$0
Net Assets	$502,623

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,211	$0

990-PF

Filed on April 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$52,449

Expenses

$27,974

Net Income

$24,475

Net Assets

$488,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,689	20.4%
Sales of Assets	$41,760	79.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,905	78.3%
Compensation of Officers*	$7,748	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$488,802
Total Liabilities	$0
Net Assets	$488,802

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,748	$0

990-PF

Filed on April 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$11,617

Expenses

$27,102

Net Income

-$15,485

Net Assets

$472,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,565	90.9%
Sales of Assets	$1,052	9.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,461	79.2%
Compensation of Officers*	$7,300	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$472,877
Total Liabilities	$0
Net Assets	$472,877

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,300	$0

990-PF

Filed on April 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$20,955

Expenses

$29,674

Net Income

-$8,719

Net Assets

$490,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,045	57.5%
Sales of Assets	$8,910	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,718	79.9%
Compensation of Officers*	$7,955	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$490,476
Total Liabilities	$0
Net Assets	$490,476

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$24,849

Expenses

$170,543

Net Income

-$145,694

Net Assets

$497,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,865	51.8%
Sales of Assets	$11,971	48.2%
Other Income	$13	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,968	96.1%
Compensation of Officers*	$10,187	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,219
Total Liabilities	$0
Net Assets	$497,219

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Updated April 20, 2026

Baer Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec. 2012

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec. 2011

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007