Nonprofit · EIN 43-6829338
SIDNEY R BAER JR FOUNDATION
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,558,321 | $2,261,229 | $4,297,092 | $34,982,475 | $0 | $34,982,475 |
| June 30, 2024 | 990-PF | $7,219,801 | $3,027,352 | $4,192,449 | $30,703,770 | $0 | $30,703,770 |
| June 30, 2023 | 990-PF | $7,570,121 | $2,737,724 | $4,832,397 | $26,412,734 | $0 | $26,412,734 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $1,299,959
- Net gain from sales of assets
- $5,182,463
- Other income
- $75,899
Expenses
- Grants and similar amounts paid
- $1,659,597
- Compensation of officers, directors and key employees
- $502,641
- Disbursements for charitable purposes
- $1,741,533
- Excise tax on investment income
- $84,755
Balance sheet and other
- Total assets, start of year
- $30,703,770
- Total assets, end of year
- $34,982,475
- Total liabilities, end of year
- $0
- Net assets, end of year
- $34,982,475
- Fair market value of assets
- $62,294,392
- Qualifying distributions
- $1,741,533
- Net investment income
- $6,558,321
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $452,241 |
| LEE BEARMAN 1 N BRENTWOOD BLVD STE 1400, ST LOUIS, MO 63105 | CO-EXECUTIVE DIRECTOR | 1 | $25,200 |
| LEE RODGERS 1 N BRENTWOOD BLVD STE 1400, ST LOUIS, MO 63105 | CO-EXECUTIVE DIRECTOR | 1 | $25,200 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $414,434 |
| GEORGE B HANDRAN PO BOX 8009, BOSTON, MA 02114 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $441,533 |
| GEORGE B HANDRAN PO BOX 8009, BOSTON, MA 02114 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % MERCANTILE TRUST CO NA
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6829338
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $34,982,475
- Income (IRS master file)
- $9,887,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,558,321 | $2,261,229 | $34,982,475 | IRS |
| 990-PF | June 2024 | $7,219,801 | $3,027,352 | $30,703,770 | XML |
| 990-PF | June 2023 | $7,570,121 | $2,737,724 | $26,412,734 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6829338).
Questions about SIDNEY R BAER JR FOUNDATION
- What is the EIN of SIDNEY R BAER JR FOUNDATION?
- The employer identification number (EIN) of SIDNEY R BAER JR FOUNDATION is 43-6829338.
- Is SIDNEY R BAER JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SIDNEY R BAER JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIDNEY R BAER JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIDNEY R BAER JR FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIDNEY R BAER JR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SIDNEY R BAER JR FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $452,241 (US BANK N A, TRUSTEE).
- How much revenue does SIDNEY R BAER JR FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,558,321, expenses of $2,261,229 and total assets of $34,982,475 at year end.
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