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Lorenzo F Baer Trust Ua 092250 Fbo

Annie Wentworth Baer Scholarship Fd

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$35.5k (2023)

Expenses
$66.7k (2023)

Total Assets
$897k (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,458
Expenses
$66,665
Net Income
-$31,207
Net Assets
$897,277
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,207
68.3%
Sales of Assets $8,646
24.4%
Other Income $2,605
7.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,098
85.6%
Compensation of Officers* $13,847
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $897,277
Total Liabilities $0
Net Assets $897,277
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $13,847 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$21,952
Expenses
$77,626
Net Income
-$99,578
Net Assets
$928,807
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,827
Sales of Assets -$40,779
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,815
80.9%
Compensation of Officers* $14,564
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $928,807
Total Liabilities $0
Net Assets $928,807
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $14,564 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$217,449
Expenses
$63,309
Net Income
$154,140
Net Assets
$1,028,319
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,467
9.4%
Sales of Assets $196,982
90.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,512
79.8%
Compensation of Officers* $16,610
26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,028,319
Total Liabilities $0
Net Assets $1,028,319
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $16,610 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,691
Expenses
$66,209
Net Income
$8,482
Net Assets
$872,931
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,946
22.7%
Sales of Assets $57,487
77.0%
Other Income $258
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,097
86.2%
Compensation of Officers* $13,823
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $872,932
Total Liabilities $1
Net Assets $872,931
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $13,823 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,572
Expenses
$64,119
Net Income
-$5,547
Net Assets
$864,697
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,650
38.7%
Sales of Assets $35,922
61.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,456
83.4%
Compensation of Officers* $13,549
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $864,697
Total Liabilities $0
Net Assets $864,697

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,431
Expenses
$57,095
Net Income
-$21,664
Net Assets
$877,705
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,160
59.7%
Sales of Assets $13,918
39.3%
Other Income $353
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,361
84.7%
Compensation of Officers* $13,164
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $877,705
Total Liabilities $0
Net Assets $877,705

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,850
Expenses
$54,795
Net Income
-$33,945
Net Assets
$904,976
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,315
92.6%
Sales of Assets $660
3.2%
Other Income $875
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,736
83.5%
Compensation of Officers* $13,966
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 $904,976
Total Liabilities $0
Net Assets $904,976

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,711
Expenses
$57,388
Net Income
-$10,677
Net Assets
$916,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,724
46.5%
Sales of Assets $25,136
53.8%
Other Income -$149
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,393
79.1%
Compensation of Officers* $13,491
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $916,979
Total Liabilities $0
Net Assets $916,979

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,488
Expenses
$49,198
Net Income
$76,290
Net Assets
$928,647
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,285
20.9%
Sales of Assets $99,398
79.2%
Other Income -$195
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,795
78.9%
Compensation of Officers* $13,050
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $928,647
Total Liabilities $0
Net Assets $928,647

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,776
Expenses
$48,317
Net Income
$28,459
Net Assets
$852,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,380
30.5%
Sales of Assets $54,155
70.5%
Other Income -$759
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,704
84.2%
Compensation of Officers* $13,216
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $852,518
Total Liabilities $0
Net Assets $852,518

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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