The Donald E & Delia B Baxter Foundation

Leaburg, OR
Tax-exempt since Feb. 1961
EIN: 95-6029555

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$637k (2024)

Expenses

$1.4M (2024)

Total Assets

$29.2M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

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

$637,159

Expenses

$1,404,647

Net Income

-$767,488

Net Assets

$29,185,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$622,069	97.6%
Sales of Assets	$15,090	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,210,800	86.2%
Compensation of Officers*	$58,000	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,185,140
Total Liabilities	$0
Net Assets	$29,185,140

Compensation

Key Employees and Officers	Compensation	Other
Katherine Russell (President)	$30,000	$0
James Russell (Assistant Treasurer)	$5,000	$0
Jane Haake Russell (Director)	$5,000	$0
Sarah Russell Wallace (Director)	$5,000	$0
Terry Morrison (Secretary)	$5,000	$0
Alix Morrison (Director)	$4,500	$0
William Haake (Vice President)	$3,500	$0

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990-PF

Filed on June 17, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$592,178

Expenses

$1,413,346

Net Income

-$821,168

Net Assets

$26,311,241

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$586,945	99.1%
Sales of Assets	$5,233	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,228,200	86.9%
Compensation of Officers*	$62,000	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,316,310
Total Liabilities	$5,069
Net Assets	$26,311,241

Compensation

Key Employees and Officers	Compensation	Other
Katherine Russell (President)	$30,000	$0
Alix Morrison (Director)	$5,000	$0
James Russell (Assistant Treasurer)	$5,000	$0
Jane Haake Russell (Director)	$5,000	$0
Sarah Russell (Director)	$5,000	$0
Terry Morrison (Secretary)	$5,000	$0
William Haake (Vice President)	$4,000	$0
Martha E Haake (Director)	$3,000	$0

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990-PF

Filed on June 3, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$450,786

Expenses

$1,508,437

Net Income

-$1,057,651

Net Assets

$23,436,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$518,103	> 100%
Sales of Assets	-$67,317
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,314,467	87.1%
Compensation of Officers*	$68,500	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,439,423
Total Liabilities	$3,310
Net Assets	$23,436,113

Compensation

Key Employees and Officers	Compensation	Other
Katherine Russell (President)	$30,000	$2,907
Jane Haake Russell (Director)	$5,500	$0
Alix Morrison (Director)	$5,000	$0
James Russell (Assistant Treasurer)	$5,000	$0
Marla Elliott (Assistant Treasurer)	$5,000	$0
Sarah Russell (Director)	$5,000	$0
Terry Morrison (Secretary)	$5,000	$0
Martha E Haake (Director)	$4,000	$0
William Haake (Vice President)	$4,000	$0

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990-PF

Filed on June 20, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$548,007

Expenses

$1,252,823

Net Income

-$704,816

Net Assets

$29,588,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$537,800	98.1%
Sales of Assets	$10,207	1.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,103,250	88.1%
Compensation of Officers*	$45,000	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,588,434
Total Liabilities	$50
Net Assets	$29,588,384

Compensation

Key Employees and Officers	Compensation	Other
Jane Haake Russell (President)	$5,000	$0
William Haake (Vice President)	$5,000	$0
James Russell (Assistant Treasurer)	$5,000	$0
Marla Elliott (Assistant Treasurer)	$5,000	$0
Sarah Russell (Director)	$5,000	$0
Terry Morrison (Secretary)	$5,000	$0
Katherine Russell (President)	$5,000	$0
Alix Morrison (Director)	$5,000	$0
Richard H Haake (Director)	$5,000	$0
Martha Haake (Director)	$0	$0

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990-PF

Filed on June 22, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$691,631

Expenses

$1,236,148

Net Income

-$544,517

Net Assets

$24,969,118

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$690,834	99.9%
Sales of Assets	$797	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,123,170	90.9%
Compensation of Officers*	$39,000	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,972,212
Total Liabilities	$3,094
Net Assets	$24,969,118

Compensation

Key Employees and Officers	Compensation	Other
Jane Haake Russell (President)	$4,000	$0
William Haake (Vice President)	$4,000	$0
Richard H Haake (Treasurer)	$4,000	$0
Martha E Haake (Director)	$4,000	$0
James Russell (Assistant Treasurer)	$4,000	$0
Marla Elliott (Assistant Treasurer)	$4,000	$0
Sarah Russell (Director)	$4,000	$0
Terry Morrison (Secretary)	$4,000	$0
Katherine Russell (Director)	$4,000	$0
Martha B Haake (Director)	$3,000	$0

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990-PF

Filed on May 11, 2021

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

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$467,346

Expenses

$1,258,242

Net Income

-$790,896

Net Assets

$24,415,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$663,111	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,110,174	88.2%
Compensation of Officers*	$36,000	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,415,992
Total Liabilities	$592
Net Assets	$24,415,400

Compensation

Key Employees and Officers	Compensation	Other
Jane Haake Russell (President)	$5,000	$0
James Russell (Assistant Treasurer)	$5,000	$0
William Haake (Vice President)	$4,000	$0
Richard H Haake (Treasurer)	$4,000	$0
Martha E Haake (Secretary)	$4,000	$0
Marla Elliott (Assistant Treasurer)	$4,000	$0
Sarah Russell (Director)	$4,000	$0
Terry Morrison (Director)	$4,000	$0
Martha B Haake (Director)	$2,000	$0

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990-PF

Filed on June 30, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$1,394,404

Expenses

$1,241,633

Net Income

$152,771

Net Assets

$20,397,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$619,267	44.4%
Sales of Assets	$775,137	55.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,072,414	86.4%
Compensation of Officers*	$28,000	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,397,901
Total Liabilities	$35
Net Assets	$20,397,866

Compensation

Key Employees and Officers	Compensation	Other
William Haake (Vice President)	$4,000	$0
James Russell (Assistant Treasurer)	$4,000	$0
Marla Elliot (Assistant Treasurer)	$4,000	$0
Sarah Russell (Director)	$4,000	$0
Terry Morrison (Director)	$4,000	$0
Richard H Haake (Treasurer)	$3,000	$0
Martha E Haake (Secretary)	$3,000	$0
Martha B Haake (Director)	$2,000	$0
Jane Haake Russell (President)	$0	$39,830

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990-PF

Filed on June 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$1,128,692

Expenses

$1,231,326

Net Income

-$102,634

Net Assets

$23,096,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$519,834	46.1%
Sales of Assets	$606,879	53.8%
Other Income	$1,979	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,020,439	82.9%
Compensation of Officers*	$42,000	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,100,269
Total Liabilities	$3,360
Net Assets	$23,096,909

Compensation

Key Employees and Officers	Compensation	Other
Donald B Haake (Past President (Term 06/17))	$15,000	$17,809
Jane Haake Russell (President)	$4,000	$0
William Haake (Vice President)	$4,000	$0
Richard H Haake (Treasurer)	$4,000	$0
Martha E Haake (Secretary)	$4,000	$0
James Russell (Assistant Treasurer)	$4,000	$0
Marla Elliot (Assistant Treasurer)	$4,000	$0
Martha B Haake (Director)	$3,000	$0

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990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$525,269

Expenses

$1,300,026

Net Income

-$774,757

Net Assets

$21,120,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$468,492	89.2%
Sales of Assets	$29,870	5.7%
Other Income	$26,907	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,032,953	79.5%
Compensation of Officers*	$50,000	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,120,771
Total Liabilities	$190
Net Assets	$21,120,581

Compensation

Key Employees and Officers	Compensation	Other
Donald B Haake (President)	$30,000	$34,693
James Russell (Secretary/Assist. Treasure)	$5,000	$0
Jane Haake Russell (Vice President/Assist. Tre)	$5,000	$0
Richard H Haake (Treasurer/Cfo)	$5,000	$0
Martha Baxter Haake (Assistant Secretary)	$4,000	$0
Marla Elliott (Director)	$1,000	$0
William Haake (Director)	$0	$0
Martha Elizabeth Haake (Director)	$0	$0

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990-PF

Filed on June 26, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$1,172,962

Expenses

$1,366,311

Net Income

-$193,349

Net Assets

$20,314,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$521,075	44.4%
Sales of Assets	$645,912	55.1%
Other Income	$5,975	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,075,707	78.7%
Compensation of Officers*	$54,000	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,314,585
Total Liabilities	$186
Net Assets	$20,314,399

Compensation

Key Employees and Officers	Compensation	Other
Donald B Haake (President)	$30,000	$31,054
James Russell (Secretary/Assist. Treasurer)	$4,000	$0
Jane Haake Russell (Vice President/Assist. Treasurer)	$4,000	$0
Richard H Haake (Treasurer)	$4,000	$0
Martha Baxter Haake (Assistant Secretary)	$4,000	$0
William Haake (Director)	$4,000	$0
Marla Elliott (Director)	$4,000	$0
Martha Elizabeth Haake (Director)	$0	$0

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990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$1,373,110

Expenses

$1,226,819

Net Income

$146,291

Net Assets

$22,032,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$506,440	36.9%
Sales of Assets	$853,547	62.2%
Other Income	$13,123	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$911,024	74.3%
Compensation of Officers*	$55,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,032,597
Total Liabilities	$175
Net Assets	$22,032,422

Compensation

Key Employees and Officers	Compensation	Other
Donald B Haake (President)	$30,000	$27,640
James Russell (Secretary/Assist. Treasure)	$4,000	$0
Jane Haake Russell (Vice President/Assist. Tre)	$4,000	$0
Richard H Haake (Treasurer)	$4,000	$0
Martha Baxter Haake (Assistant Secretary)	$4,000	$0
William Haake (Director)	$4,000	$0
Marla Elliott (Director)	$4,000	$0
Martha Elizabeth Haake (Director)	$1,000	$0

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990-PF

Filed on May 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$2,873,845

Expenses

$1,276,362

Net Income

$1,597,483

Net Assets

$22,310,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$433,826	15.1%
Sales of Assets	$2,427,945	84.5%
Other Income	$12,074	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$983,132	77.0%
Compensation of Officers*	$64,000	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,341,223
Total Liabilities	$30,676
Net Assets	$22,310,547

Compensation

Key Employees and Officers	Compensation	Other
Donald B Haake (President)	$30,000	$0
James Russell (Secretary/Assist. Treasurer)	$5,000	$0
Jane Haake Russell (Vice President/Assist. Treasurer)	$5,000	$0
Richard H Haake (Treasurer)	$5,000	$0
William Haake (Director)	$5,000	$0
Marla Elliott (Director)	$5,000	$0
Martha Elizabeth Haake (Director)	$5,000	$0
Martha Baxter Haake (Assistant Secretary)	$4,000	$0

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990-PF

Filed on May 12, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$1,325,140

Expenses

$1,079,440

Net Income

$245,700

Net Assets

$20,461,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$507,186	38.3%
Sales of Assets	$781,329	59.0%
Other Income	$36,625	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$811,411	75.2%
Compensation of Officers*	$52,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,470,464
Total Liabilities	$9,055
Net Assets	$20,461,409

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,545,177

Expenses

$1,389,566

Net Income

$155,611

Net Assets

$19,456,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$458,708	29.7%
Sales of Assets	$1,065,882	69.0%
Other Income	$20,587	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,151,584	82.9%
Compensation of Officers*	$46,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,456,512
Total Liabilities	$300
Net Assets	$19,456,212

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$872,566

Expenses

$917,091

Net Income

-$44,525

Net Assets

$21,126,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$431,343	49.4%
Sales of Assets	$440,231	50.5%
Other Income	$992	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$914,557	99.7%
Compensation of Officers*	$39,000	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,126,927
Total Liabilities	$415
Net Assets	$21,126,512

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Updated January 26, 2026

The Donald E & Delia B Baxter Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $637k (2024)

Expenses $1.4M (2024)

Total Assets $29.2M (2024)

Total Liabilities $0 (2024)

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

990-T

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$637k (2024)

Expenses

$1.4M (2024)

Total Assets

$29.2M (2024)

Total Liabilities

$0 (2024)

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

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001